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Northeast Planning Associates, Inc.

Through a partnership with Northeast Planning Associates (NPA), HRCU members have easy and convenient access to a wide array of investment and retirement planning services. NPA is committed to providing exceptional care and service alongside trusted products.

Through this partnership with Northeast Planning Associates, HRCU members have access to personal, face-to-face financial planning services. Northeast Planning Associates has an office at HRCU’s main branch in Rochester, making it convenient for HRCU members to meet with an experienced financial planner.

If you are like most of us, you have an idea of where you want to go, but are too busy to plan your financial future. We all want happiness and financial well-being. Unfortunately, most of us have no clear plan on how to work towards these goals.

Like any other goal, one of the best ways to work towards financial independence is to create a plan that helps you strive to gain the things you want. That is where Northeast Planning Associates comes into play, offering you an array of services that can help you work towards your financial goals.

NPA's Investment Services

Take advantage of NPA's investment services and plan for a better future.

Planning Services

• Asset Protection Strategies
• Business Planning
• Philanthropic Wealth Distribution Strategies
• Retirement & Estate Planning
• Estate Tax Planning
• Wealth Distribution Strategies
• Wealth Management Strategies
• Stock Option Management
• Concentrated Stock Position Disposition
• Execution Deferred Compensation Plans
• Inflation Hedging Strategies

Portfolio Offering

• Bonds & Managed Bond Portfolios
• Equities & Managed Equity Portfolio
• Managed Futures
• Non-Traded REITS
• Unit Investment Trust (UIT’s)
• Fixed & Variable Insurance Products
• Alternative/Non-Correlated Investments
• Cash Alternatives
• 529 Plans
• 401k Plans

NPA's Process

Our Financial Planners want to ensure that we don't miss a step when planning for your financial future.

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 towards 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 building your nest egg, 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 towards your goals. We are your partner.

Meet NPA's Financial Planners

Let experienced Financial Planners help you by developing a personalized plan based on your goals, needs and desires.

Northeast Planning Associates are available:

  • Tuesday-Thursday: 9am-5pm
  • By appointment on Monday and Friday

Give them a call at 603-570-6802!

Headshot of Jason Lawrence

Jason Lawrence

CFP®, Financial Planner

Headshot of Don M. Silk

Don M. Silk

CFP®, CLU, ChFC, Financial Planner

Headshot of James Farnham

James Farnham

Financial Planner

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not a RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using NPA. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA or Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.