Financial Planning and Investment Services
Bangor Federal Credit Union is pleased to provide our members access to comprehensive financial planning and investment management services through a strategic alliance with Daren Seekins and John Tilton 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. Daren and John 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 Daren and John at 207-561-2151, or visit www.PlanningforME.com.
Meet Daren Seekins
Helping people prepare for financial independence is one of the reasons I became a financial advisor. I concentrate on striving to build wealth through strategies that seek to reduce taxes and reflect my clients' outlook and aspirations. My goal is to assist my clients in working towards financial independence and then managing their resources after retirement. Wealth creation and preservation are the main focus of my practice.
Meet John Tilton
As a Financial Planner, I provide my clients with a custom plan that helps them navigate through the complex world of retirement planning, investment strategies, tax planning, and insurance options (life, healthcare, disability, long term care, etc.). My goal is to create long term relationships with my clients, helping them adjust their plan and retirement path, as life events and unforeseen situations. arise.
Bangor Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:
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Not Insured by NCUA or Other Government Agency |
No Credit Union Guarantee |
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Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial registered representatives associated with this site may only discuss or transact securities business with residents of the following states: FL, IL, MA, ME, MO, NC, NH, and RI.
