Gary Pelletier

About Gary Pelletier

An independent, award-winning Wealth Planner who works with individuals, families, and businesses to provide investment and financial advice. For more than 30 years, my team and I have assisted clients with a wide variety of financial, insurance and business strategies. We specialize in retirement planning (personal and corporate), executive fringe benefit programs, tax sensitive accumulation/distribution strategies for professionals and entrepreneurs, as well as estate planning.Our job is to distill complex financial matters into an easily digestible form, allowing clients to enjoy a relaxed and informed decision-making process. My team and I employ a 5-step planning technique that begins with an in-depth understanding and analysis of a client’s current situation, and maps that toward their ultimate goals and future objectives. This process allows for an individualized approach to constructing a comprehensive plan, that puts clients on a path toward their financial and lifestyle goals.We are also highly experienced and independent in working with small business owners/trustees to optimize company retirement plan objectives, while simultaneously working to minimize exposure and maximize plan options. We are team-focused in coordinating with our clients\' other tax and legal professionals in order to best serve the business’s interest and those of their employees. We develop and implement custom strategies so business owners can spend less time on these important details and more time growing their business.In addition to holding Series 6, 7, 22, 26, 52, 62, and 63 securities registrations (through LPL Financial) I hold Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF®) designations.

Experience

1. Wealth Planner

   Northeast Planning Associates

   Oct 1982 — Present

   Financial planning offered through Northeast Planning Associates, Inc, a registered investment adviser. Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which I am registered to do business, please visit

Education

• The American College of Financial Services

  CLU, ChFC

• Daniel Webster College

  BS, Aviation Management

  1976 — 1979

• Fi360

  AIF

Skills

• Insurance Strategies
• Retirement Planning
• 401k
• Entrepreneurship
• 401(K) Rollover Services
• Customer Service
• Financial Services
• Investments
• Retirement Income Strategies
• Strategic Planning
• Mutual Funds
• Management
• Financial Planning
• Securities
• Estate Planning
• Tax Strategies
• Traditional Ira
• Executive Benefit Strategies
• Strategic Financial Planning
• Sep Ira
• Budgets
• Finance
• Financial Analysis
• Compensation & Benefits
• Financial Advisory
• Roth Ira
• Wealth Management
• Insurance
• Small Business Financial Management
• 401k Rollovers
• Leadership