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For more than 60 years, Northeast Planning Associates, Inc. has assisted clients with financial planning, and wealth and investment strategies. Working with individuals, families, and business owners, we provide our clients access to a full range of financial services and products.
My team and I understand the complexities of business and personal financial planning and our top priority is always to help enhance the lives and financial future of those with whom we work. We create a plan or strategy designed to address both short term and long term goals, and then adjust as necessary when life changes or market fluctuations require a direction change.
We believe in long-term relationships built around trust and honest, open communication. We are a resource for our clients and their families, whether recommending a financial path, or simply answering a pressing question or providing a referral to a local professional, such as a CPA or attorney.
No matter what season of life you find yourself in, we are here to help.
*Northeast Planning Associates’ roots go back more than 60 years to our insurance agency founded in 1959. We became a Registered Investment Adviser in 2003.
Bob has more than 20 years of financial planning experience, working with clients locally in Cambridge, MA and throughout New England.
Building a financial plan or strategy is a process that begins with understanding your current situation and learning your plans and goals.
Bob's client service team has the knowledge and experience to help put together your financial plan or strategy and maintain it as life changes occur.
The Retirement Plan Sponsor Accelerator System provides strategic insights to help you better understand your fiduciary responsibilities and manage your plan more effectively.
If you manage retirement plans above $1.5 Million, then you are invited to enroll in our complimentary Retirement Plan Sponsor Accelerator System to help you unlock new insights and help you determine if there are unknown gaps in your existing planning strategy.
Bob Everett is the author of Retirement Saving Made Simple: the 401(k) - Sage Advice to Create Wealth in Your 20s, 30s, and 40s.
Available on Amazon!
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One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
We enjoy building trusted relationships that span generations.