Financial Planning

York County Federal Credit Union and Northeast Planning Associates, Inc., are committed to helping you achieve what's important to you because we believe our success is measured by your success. We are committed to the philosophy of people helping people and creating personalized solutions for our members, one by one.

Summary

We'll help you focus on your future and respect your priorities. It's all about providing you with value. Not only the value of our expertise in analyzing each situation, but setting up a confidential personal action plan which is coordinated with your credit union's products and services. This coordinated approach saves you significant time and effort now, and helps you make intelligent choices for your future. York County Federal Credit Union, through its strategic partnership with Northeast Planning Associates, Inc., offers access to a wide range of insurance and other financial vehicles. This relationship provides the breadth of expertise and insight to analyze and make recommendations on which products and services may be of value to you.

Our clients have access to a wide array of investment planning services, including but not limited to:

  • Comprehensive Financial Planning
  • Investment Strategies
    • Active or Passive
  • Estate Planning
  • Retirement Planning
    • Both Accumulation & Distribution
  • Tax Savings Plans
  • College Savings Planning
Financial Planners offer advisory services through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, member FINRA/SIPC. Not NCUA Insured, No Credit Union Guarantee, May Lose Value. York County Federal Credit Union, NPA and LPL Financial are not affiliated.