Our Partners

Bob and his team focus on providing a superior client experience throughout the planning process and ongoing relationship with you.  Bob maintains two key relationships to help facilitate all aspects of client’s needs and support goals.  When you work with Bob and his team, you’re also backed by the history and resources of Northeast Planning Associates, Inc. and LPL Financial. 

Northeast Planning Associates

Northeast Planning Associates, Inc., is an independently owned financial planning/advisory firm supporting over 75 financial advisors. For more than 60 years, the firm has served as an enabling partner, supporting financial professionals as they have helped their clients work towards their financial goals. NPA's retirement plan consultants work to create successful retirement experiences for plan sponsors and participants.

Bob's goal is to build and foster long term relationships with you and your employees so you engage as prudent fiduciaries and your employees can pursue their retirement goals. Through a true partnership, the objective is to enable your employees to be on track to retire with dignity by producing adequate retirement income. Bob and his team work toward these goals in a fully documented process that seeks to mitigate fiduciary risk.

LPL Financial 

The relationship with broker/dealer LPL Financial gives Bob and his team the ability to act as an investment advisor or consultant, or a broker of record on your plan(s). LPL Financial is a leading financial services company and the largest independent broker/dealer in the nation.* LPL Financial is a leader in retirement plan consulting when ranked as to the total number of institutional retirement plans, defined benefit plans, non qualified plans, various plan asset sizes, and on 401(k), 403(b) and 457 plans.**

Only a small group of advisors within LPL Financial, focused on the retirement plan marketplace, operate under LPL Financial’s Retirement Plan Consulting Program. This program provides our consultants with state-of-the-art institutional tracking, monitoring, benchmarking and RFP tools in the marketplace. It also provides our consultants the ability to act as ERISA investment fiduciaries.

* As reported in Financial Planning magazine 1996-2020, based on total revenues.

** As reported in Plan Sponsor magazine, October 2012.