Marc Smith and Izak Smith have joined together to develop a team approach in financial services at Northeast Planning Corporation. Coupled together with their father Harry Smith, an accountant with over 37 years of experience, this family team is poised for success.
Izak’s focus is working with Individuals that are in the beginning of their professional career. Building wealth, understanding the proper way to budget and developing strong savings habits are some efficient techniques that Izak recommends for creating one’s financial foundation. Marc’s focus is working with clients that are towards the middle of their wealth building years. “Maximizing wealth with optimal protection during one’s wealth accumulation years allows clients to concentrate on the lifestyle they strive for while experiencing financial conservation.” Coordinating distribution strategies into their clients’ overall financial plan truly manifests this team’s specialty as retirement planners.
Additionally, they have developed a great niche working within medical fields. Understanding the many dynamics that physicians have in both their personal and business lives, Marc and Izak help them better evaluate, organize and plan for their present situations and future goals. Every facet is taken into consideration when Marc and Izak immerse themselves into a client’s comprehensive financial plan.
Education
Marc Smith
State University of New York at New Paltz - New Paltz, NY Business Degree
Izak Smith
State University of New York at New Paltz -New Paltz, NY Organizational Communication Degree
Marc's Accomplishments
2010 Guardian Leader’s Club Status
2010 Masters Club
Contact
Marc's Phone: 914.329.9285
Zak's Phone: 845.709.3794
Mission
We are committed to building our practice through an educational approach and will continue to support the NEPC firm’s driven model to add to their 50 years of accomplishments by helping individuals and businesses plan successfully.
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Marc Smith is a Registered Representative of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, a registered broker/dealer. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Northeast Planning Corporation is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC
Marc Smith 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.
