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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