Philosophy
Approach
Portfolio
 
 
 
 
 
 
 
For over 40 years NEPC has been assisting individuals, their families, and business owners to help them gain control of their financial futures. Applying our unique planning methodology, your NEPC financial professional will analyze the broad scope of your life situation and create a unified plan designed to meet your needs, reach your goals and fulfill your dreams.

Individual, Family, and Business Owner Planning Services Include:

ESTATE PLANNING
Wealth Creation and Conservation

WEALTH BUILDING STRATEGIES

INVESTMENTS

INSURANCE PLANNING
Life, Disability Income3, Medical, Long Term Care3

COLLEGE FUNDING STRATEGIES

RETIREMENT PLANNING
IRAs, Keogh Plans and other pension and tax advantage vehicles

BUSINESS PLANNING
Buy-sell Funding
Business Continuation/Succession Planning
Key Person Protection
Business Overhead Expense Protection
Business Loan Protection
Salary Continuation Alternatives

EMPLOYEE BENEFITS PLANNING
Pension Plans
401(k) Plans
Split Dollar and Executive Bonus Plans
Deferred Compensation Planning

GROUP LIFE AND HEALTH BENEFITS
Long-Term Disability Protection
Group Major Medical
Group Dental
INVESTMENT PRODUCTS
Variable Annuities1
Stocks and Bonds1
Mutual Funds1

PASSPORT PROGRAM
Strategic Alliances and Joint Ventures
 
 

1 Securities products/services and advisory services offered through Park Avenue Securities LLC (PAS), 1150 Raritan Rd., Cranford, NJ, 908-709-0020. PAS is an indirect wholly-owned subsidiary of Guardian. Northeast Planning Corporation is not an affiliate or subsidiary of PAS or Guardian.

2 PAS is a member FINRA/SIPC.

3 Disability Income products and Long Term Care Products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly-owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY Products not available in all states.Product provisions and features may vary from state to state
   
  1.800.432.2765  
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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.