(978) 465-1483

Northeast Planning Associates, Inc

Northeast Planning Associates, Inc.
A Registered Investment Adviser


Ryan J. Smith, CFP®  |  Zachary M. Longley, MBA, RFC®  |  Stephen D. McFeely, CFA®, MBA
Account Access
  • Home
  • My Account
  • Our Practice 
    • Meet the Advisor Team
    • Client Experience
    • Our Investment Philosophy
    • Client Service Team
    • Our Services
    • Our Blog
    • Our Sponsorships
    • NPA Overview
    • LPL Overview
  • Client Center 
    • Secure Document Upload
    • Your Financial Profile
    • Family Financial Information
    • Digital Assets Worksheet
  • Resources 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Financial Calculators
    • Useful Links
    • Glossary
    • Tax Resources
    • Industry Videos
  • Contact

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Have A Question About This Topic?

Thank you! Oops!
 

Related Content

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Contact

Northeast Planning Associates, Inc.

Office: (978) 465-1483

37½ Forrester Street

Newburyport, MA 01950

ryan.j.smith@lpl.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Zachary M. Longley, Steve McFeely, and Ryan J. Smith offer 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. NPA and LPL Financial are not affiliated.  The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.