Clients
Clients

Range of Services

Through our network of financial Advisors we are able to bring our clients the knowledge and years of experience they seek in addressing a broad array of needs. Many of our financial advisors bring depth of experience and specialized knowledge in specific financial planning and wealth management disciplines. This allows our advisors to offer a broad range of services:

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

Qualified Accounts

  • IRA
  • Roth IRA
  • SIMPLE IRA
  • SEPs
  • 401(k)
  • 403(b) Plan - Catch up provision rules
  • Profit Sharing Plans
  • Defined Benefit Plans - Pension
  • Maximization Analysis

Advisory Accounts

  • Mutual Fund Wrap Accounts
  • Separately Managed Accounts
  • Active & Passive Strategies

Insurance Programs

  • Equity Index Annuities
  • Fixed Annuities
  • Variable Life Insurance
  • Universal Life Insurance
  • Long Term Care Insurance
  • Term Insurance
  • Whole Life Insurance

Investment Programs

  • Mutual Funds
  • Variable Annuities
  • Stocks
  • Bonds
  • REITs
  • UITs
  • Direct Participation Programs

Educational Accounts

  • 529 Plans
  • Educational IRAs
  • UGMAs
  • UTMAs

Non-Qualified Accounts

  • Standard Brokerage

Beyond Traditional Financial and Investment Planning

We have the ability to customize our services to work with clients who may have needs beyond traditional financial and investment planning, such as recently divorced or widowed women seeking a financial coach, planning for a family with a special needs dependent, or a business owner seeking to develop a succession plan. Whatever your specific needs may be, we can help you find an Advisor with the expertise you require.

Northeast Planning Associates, Inc.
43 Constitution Drive, Bedford, NH 03110 (Show Map)
800-255-8452 |


Advisory services may be offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser, or LPL Financial, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. NPA and LPL Financial are not affiliated.

The financial professionals associated with this site may only discuss or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, LA, ME, MA, MN, MD, MO, MT, NC, NV, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WI, DC.