Team At Northeast Planning Associates, Inc., our goal is helping our clients work towards theirs. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners. For more than 50 years, we have provided our clients with access to a full range of financial services, strategies, and solutions. Please click a team member name below for their full biography. Matthew H. Eaton, CLU, ChFC, CFP® Director of Case Development (603) 471-0900 Matthew H. Eaton, CLU, ChFC, CFP®, has been with us for more than 30 years. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits. Read more Anna-Marie Smith, CLU, ChFC, CFP® Financial Planner (603) 471-0900 Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, has been with us for 20 years. Marie helps create detailed financial plans for our clients, leveraging her extensive experience and state of the art financial planning software. Read more Have a Question? Name Email Question Thank you! Oops!