Wealth 20/20 is a third party platform with all of your financial information securely held in one place. This includes Financial Dashboard, Investments, Spending/Budgeting, Insurance, Property, Cash Flow & Retirement Planning, and secure document storage. If you do not already have Wealth 20/20 access, please contact our office to inquire.
35 years of comprehensive conflict-free services.
WHY NEW ENGLAND PENSION
OUR EXPERIENCE
Established in 1986, NEPPS is a national, independent, full-service retirement-plan consulting firm. We provide sophisticated retirement programs tailored to each client’s needs with comprehensive attention to detail. One of the first to promote an Open Architecture conflict-free design, free of revenue sharing and product kick-backs.
OUR MISSION
To educate retirement plan sponsors, participants, and independent advisors with the resources and information necessary to navigate among the various complex retirement decisions in the most cost-effective environment available.
OUR PHILOSOPHY
To promote financial independence using practical education, workshop learning, state of the art technology, and understanding while listening to client needs in a face-to-face relationship. Our Plan designs are custom, objective and independent, as our fee for service model is free of any conflict or product affiliation.
WORLD CLASS PENSION PLAN PLATFORM
Finally comprehensive, compliance and fiduciary governance made available in a fee for service platform, agnostic of any product or conflicts.
- Tired of the impersonal 800 call center?
- Stuck in a product where the recordkeeper controls the menu?
- Unimpressed with the investment stradegy for your higher account value?
It is time to consult with the Firm that truly works for you!