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Financial Planning and Investments

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. 

BrokerCheck by FINRA


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. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:.CA, FL, IL, MA, ME, MO, and NC.

Not NCUA Insured

No Credit Union Guarantee

May Lose Value

 

 

 

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