Developing a sound financial plan for the future can be one of the toughest financial challenges that PCTFCU members face. Planning for retirement while saving for your children’s education, understanding your insurance needs, evaluating your investment options, and creating a forward-thinking savings plan — all while managing today’s expenses — can be overwhelming and confusing. John B. Castelot of NPA provides guidance to help you set short – and long-term goals, identify potential financial pitfalls, and more.
NPA offers access to:
Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA 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 their 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 site may only discuss and/or transact securities business with residents of the following states: CT, FL, GA, HI, MA, MD, ME, MI, NH, PA, RI, SC.