Services
Northeast Wealth Planners is committed to providing the most comprehensive financial strategies for you, your family and your business.
Our Portfolio of Services
Investment Planning
- Allocation Models
- Managed Money Platforms
- Variable and Fixed Annuities
- Stocks, Bonds and Mutual Funds
Retirement Planning
- Qualified and Non-Qualified Plans
- 403(b), 401(k), 457, ROTH and IRAs
- Pension Plans
College Planning
- 529 Plans
- Unique Alternative Strategies
Insurance Planning
- Life
- Disability Income
- Long Term Care
- Medical
Estate Planning
- Wealth Building, Conservation and Distribution
- Planned Giving Strategies
Business Planning
- Buy-Sell Funding
- Business Continuation and Succession Planning
- Key Person Protection
- Business Overhead Expense Protection
- Business Loan Protection
- Salary Continuation Alternatives
- Split Dollar and Executive Bonus Plans
- Deferred Compensation Planning
Group Benefit Planning
- Health and Medical Insurance
- Group Disability and Long Term Care
- Group Life
- Short Term Disability and Long Term Disability
- Ancillary Benefits
- Fortune 500 Executive Benefit Planning
Professional Alliances
- Attorneys
- CPA's
- Property and Causality
- Mortgage Specialist