Gary W. Pelletier, CLU, ChFC, AIF®

Northeast Planning Associates, Inc.

Corporate, Estate

& Financial Planning

Our Services Retirement Plan Consulting Awards and Recognition How to Retire Early

Encompassing Your Financial Future

At Northeast Planning Associates, Inc., our goal is helping our clients work towards their goals. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families and business owners.

For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products.

Gary understands the complexities of business and personal financial planning. His top priority is to help enhance the lives and financial future of those with whom he works. Gary believes in long-term relationships built around trust and honest, open communication. He has advised individuals, as well as large corporations, and regularly holds seminars on financial topics of public interest.

Helpful Content

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

How Income Taxes Work

A quick look at how federal income taxes work.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Surprises

Making the most of surprises is a great reason to work with us.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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