Financial Services


Don't Dream About Your Future. Plan For It!

Working with Northeast Planning Associates, Inc., cPort offers our members access to a wide range of insurance and other financial planning opportunities. Northeast Planning Associates, Inc. utilizes its 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™ Gary Slipp is available to meet one-on-one with members to provide access to financial planning and brokerage services and will prepare customized financial plans at no cost to members. 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

 

Services 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 is available by appointment at any of our branches. For more information or to make an appointment with Gary Slipp please call 1-800-464-0253.

 

Not NCUA Insured
No Credit Union Guarantee
May Lose Value

 


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.  Gary Slipp: 50 Riverside Industrial Pkwy., Portland, ME 04103


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