Financial Planning Services
NESC Federal Credit Union is pleased to provide access to comprehensive financial planning services through a strategic alliance with Jon P. Harrison, CFP®, RFC®, CLTC, ChFEBCSM, a Financial Planner with Northeast Planning Associates (NPA). Jon is a Certified Financial PlannerTM practitioner as well as a Chartered Federal Employee Benefits Consultant, versed in the intricacies of the complicated Federal Employee Retirement System.
Developing a sound financial plan for the future can be one of the toughest financial challenges our members face. Planning for retirement while saving for your children’s education, understanding your insurance needs, evaluating your investment options, and creating a forward-thinking savings plan -- all while managing today’s expenses -- can be overwhelming and confusing. Jon Harrison of NPA provides guidance to help you set achievable short- and long-term goals, avoid costly financial mistakes, and more.
NPA’s services include:
- Financial Planning (asset allocation review, cash flow analysis, estate planning)
- Qualified Accounts (IRA, SEPs, 401(k), 403(b), Profit Sharing Plans)
- Advisory Accounts (mutual fund wrap accounts, active & passive strategies)
- Insurance Programs (life Insurance, annuities, long term care and disability insurance)
- Investment Programs (mutual funds, stocks, bonds, REITs, variable annuities)
- Educational Accounts (529 Plans, Educational IRAs, UGMAs, UTMAs)
- Non-Qualified Accounts (Standard Brokerage)
Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA / SIPC . Insurance products offered through NPA, LPL Financial or its licensed affiliates. The Credit Union, NPA and LPL Financial are not affiliated. The financial professionals associated with this site may only discuss or transact securities business with residents of the following states: FL, MA, ME, NH, and VA.
Not NCUA Insured - No Credit Union Guarantee - May Lose Value