Philosophy
Approach
Portfolio
 
 
 
 
 
  
 
We will always strive to provide the finest in financial services to
professionals, business owners and individuals in all walks of life.

We accomplish this by:
Making our clients' needs, interests and financial objectives our primary     concern
Delivering the highest caliber services through our team of unparalleled     professional associates
Always working to build strong, long-term relationships with our most     valued asset...our clients.

The 3 Phases of Life Planning…
WEALTH CREATION
We help clients to maximize their wealth building potential
Define short, medium and long term goals, objections and dreams
Design an Economic Model focusing on the process, rather than the     products

PROTECTION OF WEALTH & ASSETS
Through proper planning we can help to protect your family from life's     financial risks...death, disability or simply outliving one's assets
Your biggest asset is your ability to earn an income

At Northeast Planning we also protect your most important asset... Human Life Value.
PRESERVATION & DISTRIBUTION
Provide for the efficient transfer of wealth as a legacy to your heirs
Ensure the well being of your family for generations to come
Our Process…
It might be said that equal parts of economic know-how coupled with an understanding of human nature are generally needed to achieve the desired results. Our four-step program is designed to guide you simply through an otherwise complex process with minimal time commitment required on your part. To recap, it is comprised of: Graphic to represent the phases:

THE DISCOVERY PHASE - gathering accurate data while      obtaining a clear understanding of your financial objectives and      goals;
PLAN DEVELOPMENT - assembling the specialists to review and      develop a comprehensive plan tailored to your requirements using      our unique financial "model";
BLUEPRINT PRESENTATION - presenting you with a      comprehensive plan for your approval and fine tuning; and,
THE IMPLEMENTATION PHASE & PERFORMANCE
     CHECK-UPS - implementing the approved plan and continual      monitoring for performance results.

Our goal is to assist our clients by reaping benefits from tax savings and risk control in order to help provide a stable financial future. And remember, we'll revisit the plan every year to ensure everything is working at maximum capacity for your growth.5
 
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5 Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice.
   
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© Copyright 2005-2012 Northeast Planning Corporation. All Rights Reserved.
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The information on this site is not intended for the residents of AK, AR, ID, KS, MS, NE, OK, OR, WY. The associates of Northeast Planning Corporation are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Mark Schleifman at ext. 106.

Northeast Planning Corporation is an agency of The Guardian Life Insurance Company of America, New York, NY.

Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005 - 2012, The Guardian Life Insurance Company of America.

NEPC is an authorized user of The Living Balance Sheet®, an electronic wealth organization platform that provides a wide-angle view of your financial world and enables us/him/her to stress test your current financial approach. Gain insight and clarify on your complete current financial picture, which when coupled with our professional experience, will allow you to make well-informed personal and business decisions and take appropriate actions to achieve your desired results.

Securities products are offered through Park Avenue Securities(PAS), 1150 Raritan Road, Cranford, NJ, 07016, Tel: 908.709.0020. PAS is a registered broker/dealer. Northeast Planning Corporations is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA, SIPC.