Services
Smart financial planning today leads to a future of confidence and independence
The knowledgeable, experienced team at Northeast Planning Associates takes time to understand your current situation and needs during a no-cost, no-obligation analysis, and then works with you to customize a strategy for the long run.
Whether your investing, planning, and insurance needs are simple or complex, we're eager to assist. Our guidance and recommendations help carry out your financial planning goals within seven primary areas:
I. Financial Planning
- Asset Allocation Review
- Client Financial Statements
- Cash Flow Analysis
- Income Tax Planning
- Educational Cost Analysis
- Insurance Needs & Policy Analysis
- Estate Plan Analysis
- Rent vs. Own
- Buy vs. Lease
- Business Succession Planning
- Social Security Analysis
II. Qualified Accounts
- IRA
- Roth IRA
- SIMPLE IRA
- SEPs
- 401(k)
- 403(b) Plan - Catch up provision rules
- 457 Plan - Catch up provision rules
- Profit Sharing Plans
- Defined Benefit Plans - Pension
- Maximization Analysis
III. Advisory Accounts
- Mutual Fund Wrap Accounts
- Separately Managed Accounts
- Active & Passive Strategies
IV. Insurance Programs
- Equity Index Annuities
- Fixed Annuities
- Variable Life Insurance
- Universal Life Insurance
- Term Insurance
- Whole Life Insurance
V. Investment Programs
- Mutual Funds
- Variable Annuities
- Stocks
- Bonds
- REITs
- Direct Participation Programs
VI. Educational Accounts
- 529 Plans
- Educational IRAs
- UGMAs
- UTMAs
VII. Non-Qualified Accounts
- Standard Brokerage
Let's Begin the Conversation!
Every journey begins with a single step.
When you are ready to begin your financial future, chart your path to retirement, or perhaps just make a course correction, we are here and ready to help.
If you have questions or just want to talk, please fill out this form, and we’ll be in touch to assist you in any way you need.