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. John B. Castelot 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 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.
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