Financial Planning
Northeast Planning Associates provides our members with access to a wide array of investment and retirement planning support and product options.
Northeast Planning Associates
Financial Planning, Investment Management & Insurance Strategies
MIT Federal Credit Union provides members with access to financial planning services through Northeast Planning Associates. Mark Porter, CFP®, CFA® and Wiliam Barbieri Reis help clients work towards their financial objectives by becoming their Chief Financial Officer, presenting them with options and strategies to help accomplish what is important to them.
How We Can Help
Many members come to Northeast Planning Associates looking specifically for a Financial Plan. Our advisors review your goals and resources in initial meetings, and develop a comprehensive plan that addresses short- and long-term financial objectives and retirement plans. Plans are reviewed regularly, and updated accordingly as life situations and needs change.
We can also help with investment management, offering access to a wide range of traditional and Socially Responsible investment solutions including ETFs, Mutual Funds, and Annuities through both advisory and brokerage platforms. Help with investments can come as a stand-alone service or in conjunction with financial planning.
Finally, our advisors are also licensed to assist members with needs around life insurance, disability insurance and long-term care insurance. Our advisors can simply provide the insurance requested or provide specific recommendations based on a financial plan.
To learn more about our services, visit www.markporterplans.com.
Ready to talk to one of NPA's financial advisors?
To make an appointment with Will Reis, click here.
To make an appointment with Mark Porter, click here. (Limited to clients with more than $500k to invest).
MIT 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), a 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:
| Not Insured by NCUA or Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
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.