Don't Dream About Your Future…Plan For It
cPort 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 experience and insight to analyze and make recommendations on which products and services may be of value to you.
We are committed to offering personalized financial strategies for our members. We'll help you focus on your future and respect your priorities.
CERTIFIED FINANCIAL PLANNER™ Professional
Gary Slipp, who will be located at cPort’s Portland branch, will be available to meet with individual members to provide access to financial planning and brokerage services and will prepare customized financial plans at no cost to members.
As Financial Planners who have helped many people like you, Gary has the knowledge to develop a flexible financial plan that will help you work toward achieving your goals and dreams.
Services:
For You and Your Family
Financial Planning
Investment Analysis
Asset Management
College Planning
Retirement Planning
Tax Planning
Insurance Planning
Distribution Planning
Estate and Legacy Planning
For You and Your Business
Succession & Retirement Planning
Key Executive Benefits
Deferred Compensation
Executive Bonus
Qualified Retirement Plans
- Pension
- Profit Sharing
- 401(k)
- SEP
Employee Group Benefits
Employee Educational Seminars
Gary will be located in the Portland Branch during specific hours and is available by appointment in Augusta. For more information or to make an appointment with Gary Slipp please call 1-800-464-0253.
Financial Planner offers advisory services through Northeast Planning Associates, Inc., a registered investment adviser. Securities and advisory services offered through LPL Financial, member FINRA/SIPC. The Credit Union, Northeast Planning Associates, Inc. and LPL Financial are not affiliated. Products and services provided; 1) are NOT federally insured; 2) are NOT obligations of the credit union; 3) are NOT guaranteed by the credit union; 4) may involve investment risks including possible loss of principal. Gary Slipp: 50 Riverside Industrial Pkwy., Portland, ME 04103
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