Financial Planning for All Life’s Seasons
No matter where you are in life, we can help you plan for tomorrow.
60+ years of Financial Experience
We help individuals, families, and businesses plan for the road ahead.
For more than 60 years, Northeast Planning Associates, Inc. has assisted clients with financial planning, and wealth and investment services. We are dedicated to providing meaningful financial strategies designed to address both short-term and long-term goals, adjusting as necessary when life changes or market fluctuations require a direction change.
Our top priority is to help enhance the lives and financial future of our clients and their families. We work to build long-term relationships based around trust and honest, open communication. We want to be a resource for our clients and their families, whether recommending a financial path or simply answering a pressing question. We look forward to working with you!
Wealth Planners Gary Pelletier and Caleb Kirby collectively have more than 60 years of combined experience helping clients create individualized, comprehensive financial plans.
To assist them, Gary and Caleb have assembled a strong team of in-house professionals, regional support resources, and a recognized national broker/dealer. This gives them a strong foundation and breadth of services, while maintaining the agility of an independent office.
We begin by listening. What is important to you is important to us. We concentrate on you individually, understanding your current situation and listening to your personal plans and financial objectives.
Building and maintaining your financial plan is an ongoing conversation. Our process reflects that. Your life is constantly changing, and priorities can shift. We are here to help you adapt financially, striving to keep you on the path to the future we've planned for.
We follow a strategic five-step financial planning process that allows us to fully understand your current situation and to plan for your ideal financial future.
Our financial planning philosophy ensures that your specific situation and requirements are taken into account. Each step is important to the overall process, and your input and understanding is crucial.
Our team has the ability and experience to handle virtually any aspect of your financial situation. From Personal Wealth Planning and Insurance Strategies to 401(k) Plan Design/Administration assistance and Business Succession Planning, we help you navigate your financial life.
Beyond our services, we can work with your professional consultants or provide you with an appropriate referral to a CPA, attorney, or real estate professional.
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