Check the background of investment professionals associated with this site on FINRA’s BrokerCheck:
What’s Your Risk Number?
Northeast Planning Associates, Inc. (NPA) uses Riskalyze to help ensure that your portfolio aligns with YOUR investment goals and expectations. Watch this video to learn more about Riskalyze.
The Common Trust Federal Credit Union is pleased to provide access to comprehensive financial planning services through a strategic alliance with Paul Goyette, CFP® and Michelle Wheeler, ChFC®, ChSNCTM of Northeast Planning Associates (NPA).
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. Paul and Michelle of NPA provide guidance to help you set personalized short- and long-term goals, potentially avoid costly financial mistakes and more.
NPA’s services include:
- Financial Planning (asset allocation review, tax planning, 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 insurance 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)
To learn more or to schedule a free financial consultation, contact Paul Goyette, CFP®, and Michelle Wheeler, ChFC®, ChSNCTM at 603-689-7162, or visit www.financialplanningmatters.com. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Paul Goyette, CFP®
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Paul Goyette helps simplify what seems complex. Paul works with you to develop a comprehensive strategy that takes the very personal needs of your specific situation into account. He will give you the “big picture” which helps to reduce the stress of an uncertain future. Paul specializes in creating financial strategies for retirees and pre-retirees, especially those who have family members with special needs. He will help you take control of your financial future by providing ongoing support and recommending adjustments as needed. Paul’s experience combines academic study with practical experience. He has been involved in the Financial Services and Banking industries for more than 30 years. Paul graduated Magna Cum Laude, earning a Bachelor of Science Degree in Financial Management from Franklin Pierce College. He has also earned a degree in Financial Planning from Boston University in Massachusetts.
Michelle Wheeler, ChFC®, ChSNC™
|Michelle Wheeler thrives on helping people. She enjoys working with clients to build a personalized comprehensive financial plan that focuses on the specific goals and objectives for their family. A problem-solver by nature, Michelle is not satisfied until she knows that client questions have been answered and their needs have been met. Michelle is a Chartered Financial Consultant (ChFC). She holds Series 7 and 66 securities registrations with LPL Financial, as well as Life and Health Insurance licenses.|
Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not an RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using NPA. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, DE, FL, GA, MA, MD, ME, MI, NC, NH, NM, NV, SC, VA, VT, WA. These products and services offered through NPA, LPL, or their affiliates, which are separate entities from, and not affiliates of the credit union, are:
|Not Insured by NCUA or Other Government Agency||Not Credit Union Guaranteed|
|Not Credit Union Deposits or Obligations||May Lose Value|