Financial Planning


Retirement Planning

At Northeast Financial Group LLC we believe that life is more than a paycheck. Our mission is to help ease your worries and help you create a sound financial strategy that may provide not only a steady paycheck for life, but a playcheck as well.

As Part of The Northeast Financial Group LLC Process, we'll help you create a retirement income plan that balances:

  • Daily Living Expenses
  • Budgeting for Luxuries & Quality of Life
  • Planning your Social Security Benefits for Maximum Results
    (Social Security can add $1M to your retirement fund*)
  • Factoring in Pensions Withdrawal Strategies
  • Factoring in both Expected & Unexpected Medical Expenses
  • Planning for the unexpected and the inevitable

Asset Management

At Northeast Financial Group LLC, we focus on helping our clients find investment strategies that have track record of success. We work with our clients to help create investment strategies that are designed to manage their risks by leveraging effective money managers.

Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement.

Our philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals.

Tax Planning

Did you know a portion of your Social Security can be taxed?

The good news is that, as a senior, you now have the great advantage of being able to control just how much taxable income you have each year. Through forward tax planning strategies, we can help you plan your retirement and help you choose the right strategies and vehicles for getting the most out of your social security, pension and investments.

We will help you take advantage of your unique situation to help you make the most out of your retirement. Imagine if the next time you had a stock market loss or business loss you were able to convert that into a tax-free retirement saving? Our goal is help you maximize your retirement while minimizing your taxation using every rule in the book. As advisors who focus on retirement planning strategies, we have the training and experience to help you get the most out of your retirement.

Estate & Legacy Planning

At Northeast Financial Group LLC, you will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.

One overlooked aspect of estate planning, other than avoiding taxes, is the fact that insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to insure that your loved ones are taken care of while your estate is making it's way through the courts are all vital pieces of your plan.

Start the process today, call (860) 451-8089!