Our Commitment to You
Do you have a financial strategy in place? Many people have thought about their future, but they haven’t created a plan because they don’t know where to start or don’t believe they have enough wealth to benefit from financial planning.
At Northeast Planning Associates, we seek to solve this problem and help you implement a personalized plan that helps guide you toward your goals. Many of our clients are approaching retirement. After working hard to build their savings, they want to ensure their assets work hard for them in retirement. By offering financial education and comprehensive financial planning services, we can help you make more informed decisions about your money and the growth and protection of your assets and estate.
In all that we do, we aim to uphold four key values to better serve you:
- Create Personalized Strategies
By undertaking an in-depth analysis of your financial picture and needs, we can recommend strategies based on your specific situation. - Develop Meaningful Relationships Based on Integrity
We want to build a long-term relationship with you and help you stay on track toward the pursuit of your goals as you travel through life’s phases. - Provide the Highest Level of Service
As an independent firm, we adhere to strict fiduciary practices and aim to offer the highest level of client care. - Constantly Enhance Industry Knowledge
We maintain a high level of industry knowledge to provide you the most appropriate and suitable advice according to current opportunities and regulations.