Without a plan, it is extremely difficult to set, pursue, and reach your goals. At Northeast Planning Associates, we believe everyone-regardless of their level of wealth-needs a financial plan that integrates all elements of their finances. Whether you are just getting started planning for retirement or have already built a nest egg, we can help you develop your own personalized roadmap designed to help you understand where you are today and what you need to do in the future to accomplish your goals. As a Financial Planner, Randy's goal is to help clients work towards their financial goals.
Randy is dedicated to providing meaningful financial strategies to address the concerns of individuals, families and business owners. His financial service approach is to build a long-term client relationship around trust and open communication and offer objective, honest advice using a fiduciary process by which financial objectives are identified and creative holistic financial planning solutions are recommended.
Whether your goals are wealth creation, preservation, distribution or transfer, Randy will develop, implement and monitor a unique financial plan designed to your risk tolerance, time horizon and goals.
Randy lives in Madison, ME, with his wife and three children.