Northeast Planning Corporation

Advanced Planning

Business Planning

Brokerage Division

Disability Insurance

ADVANCED PLANNING DIVISION

Education and exploration tends to be the best practice when dealing with an advanced planning case. Educating the client on what options are available and the pros and cons that go along with the options is key. Exploration of all areas of planning and understanding what works for one individual or business client does not necessarily work for the other. At NEPC the resources are accessible and vast.

Working with your group of professionals (ie attorney, accountant,etc…) or helping you find the right professionals through NEPC’s network of affiliates, they will help build the team that it will take to make your experience a pleasant success!

Areas in which NEPC Excel:
Trust Work
Planned Giving
Insurance Planning
Investment Planning

To speak to an Advanced Planning Specialist, Click Here

1.800.432.2765

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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 - 2013, 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.