Financial Planning

Through a partnership with Northeast Planning Associates (NPA), HRCU members have easy and convenient access to a wide array of investment and retirement planning services. NPA is committed to providing exceptional care and service alongside trusted products.

Through this partnership with Northeast Planning Associates, HRCU members have access to personal, face-to-face financial planning services. Northeast Planning Associates has an office at HRCU’s main branch in Rochester, making it convenient for HRCU members to meet with an experienced financial planner.

If you are like most of us, you have an idea of where you want to go, but are too busy to plan your financial future. We all want happiness and financial well-being. Unfortunately, most of us have no clear plan on how to work towards these goals.

Like any other goal, one of the best ways to work towards financial independence is to create a plan that helps you strive to gain the things you want. That is where Northeast Planning Associates comes into play, offering you an array of services that can help you work towards your financial goals.

Click one of the buttons below to make an appointment and begin planning your financial future.

Schedule In-Person Appointment               Schedule Virtual Meeting         

Schedule Phone Consultation

Take advantage of NPA's investment services and plan for a better future.

Our Financial Planners want to ensure that we don't miss a step when planning for your financial future.

To Start: We Begin By Listening
Asking questions and really listening to your answers is the best way we can understand your financial needs. Together we will review your present situation and define future goals. We then analyze your current situation and review exactly what steps are necessary to assist you in working towards your specific financial objectives.

Next: The Planning Process
We start by putting together a strategy of specific recommendations that, taken together, form a comprehensive financial plan that is tailored to your personal financial situation. Once the plan is in place, we take the time to meet with you and clearly explain what is being recommended and why.

Implementing Your Decisions
One of the most important services we can provide is to help you implement the recommendations we have made. Whether it's building your nest egg, investments, or insurance, we have the ability to help you execute your decisions.

Reviewing and Updating
Remember that unknown factors, both positive and negative, are always ahead of us. We will be there to help make the adjustments needed so that your financial plan continues to work towards your goals. We are your partner.

Let experienced Financial Planners help you by developing a personalized plan based on your goals, needs and desires.

Northeast Planning Associates are available:

• By appointment on Monday - Friday between 9AM - 5PM

Click one of the buttons below to make an appointment and begin planning your financial future. 

Schedule In-Person Appointment               Schedule Virtual Meeting         

Schedule Phone Consultation

Don M. Silk

CFP®, CLU, ChFC, Financial Planner

James Farnham

Financial Planner