Northeast Planning Associates, Inc
To Start: We Begin By Listening
Asking questions and really listening to your answers is the best way we can understand your financial needs. Together we will review your present situation and define future goals.
We then analyze your current situation and review exactly what steps are necessary to assist you in working toward your specific financial objectives.
Next: The Planning Process
We start by putting together a strategy of specific recommendations that, taken together, form a comprehensive financial plan that is tailored to your personal financial situation. Once the plan is in place, we take the time to meet with you and clearly explain what is being recommended and why.
Implementing Your Decisions
One of the most important services we can provide is to help you implement the recommendations we have made. Whether it's savings, investments, or insurance, we have the ability to help you execute your decisions.
Reviewing and Updating
Remember that unknown factors, both positive and negative, are always ahead of us. We will be there to help make the adjustments needed so that your financial plan continues to work toward meeting your goals. We are your partner.
Financial Planners offer 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. Bellwether Community Credit Union, NPA and LPL Financial are not affiliated.