Our Services
Northeast Planning Associates, Inc
Planning Services
- Asset Allocation Review
- Asset Protection Strategies
- Business Planning
- Estate Tax Planning
- Executive Deferred Compensation Plans
- Inflation Hedging Strategies
- Philanthropic Wealth Distribution Strategies
- Retirement & Estate Planning
- Stock Option Management
- Wealth Management & Distribution Strategies
Portfolio Offerings
- Alternative/Non-Correlated Investments
- Bonds & Managed Bond Portfolios
- Cash Alternatives
- Equities & Managed Equity Portfolios
- Fixed & Variable Insurance Products
- Managed Futures
- Non-Traded REITS
- Unit Investment Trusts (UIT's)
- 529 Plans
- 401k Plans
Strategic Partnerships*
- Accounting & Bookkeeping
- Business Valuation
- Legal
- Payroll Services
Do you want to know more? Call us at 888.899.0651!
*Upon request, we will refer you to one of our strategic partners. The services they provide are not affiliated with, nor endorsed by, Raymond Noel & Associates or LPL Financial
Financial Planner offers advisory services through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, member FINRA/SIPC. Not NCUA Insured, No Credit Union Guarantee, May Lose Value. The Credit Union, NPA and LPL Financial are not affiliated.
