Northeast Planning Associates, Inc
HRCU and Northeast Planning Associates have partnered to provide HRCU members easy and convenient access to financial planning services. These two organizations share the same philosophy of providing exceptional care and trusted products and services.
Through its 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 members to meet with a Certified 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 achieve these goals.
Like any other goal, one of the best ways to work towards achieving financial independence is to create a plan that helps you strive to gain the things you want. That is where Northeast Planning Associates, Inc. comes into play, offering you an array of services that can help you achieve your financial goals.
- 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
- 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
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.
Meet Our Financial Planners
Our Financial Planners can develop a personal financial plan based on your financial goals, needs and desires that will help you work towards achieving your goals.
Don M. Silk, CFP, CLU, ChFC, Financial Planner
Jason Lawrence, CFP, Financial Advisor
Come into an HRCU branch for a free consultation!
- Call us to schedule an appointment (603) 431-1382
- We are available by appointment at any HRCU branch
Or come see us during our regular office hours at the Brock Street branch:
- Monday: By appointment
- Tuesday - Thursday: 9:00 am to 5:00 pm
- Friday: By appointment
We look forward to assisting you with your financial needs!
*Financial Planners offer financial planning services through Northeast Planning Associates, Inc. (NPA), a Registered Investment Adviser. Securities and advisory services offered through LPL Financial, a Registered Investment Adviser and member FINRA/SIPC. Insurance products offered through NPA, LPL Financial or its licensed affiliates. Not NCUA Insured, No Credit Union Guarantee, May Lose Value. Holy Rosary Credit Union, NPA and LPL Financial are not affiliated. Branch: 133 Brock Street Rochester, NH 03867 (603)332-6840. Don M. Silk may only discuss or transact securities business with residents of the following states: NH, MA, ME, AZ, FL, GA, MD, MO, NC, OH, & PA. Jason Lawrence may only discuss or transact securities business with residents of the following states: FL, MA, ME, & NH.