Financial Planning and Investing with John Castelot of Northeast Planning Associates

PCT Federal Credit Union members have access to financial planning, investment, retirement, and insurance strategies, through a relationship with John Castelot, MRFC® of Northeast Planning Associates...

John and his team bring more than 30 years of experience assisting individuals and businesses with evaluating their goals and objectives to create holistic financial plans. They can help you with:

  • Financial Planning: asset allocation review, tax planning, cash flow analysis, estate planning

  • Qualified Accounts: IRA, SEP, 401(k), 403(b), profit-sharing plans

  • Advisory Accounts: mutual fund wrap accounts, active and passive investment strategies

  • Insurance: life Insurance, annuities, long-term care insurance, disability insurance

  • Investment Programs: mutual funds, stocks, bonds, REITs, variable annuities

  • Educational Accounts: 529 Plans, Educational IRAs, UGMAs, UTMAs

  • Brokerage Services: non-qualified accounts

To schedule a complimentary consultation with John, please email castelotsupport@northeastplanning.com or to learn more about Northeast Planning Associates, please visit www.financialplanningsecurity.com.

Northeast Planning Associates logo

Financial planning offered through Northeast Planning Associates (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an 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

Your 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.