Description: Strategic Planning Associates is an office of Northwestern Mutual based in Melville, NY. We focus on your values, vision, and goals to help you achieve financial independence.
financial planning (2801) wealth management (1639) retirement planning (1269) business planning (418) investment strategies (139) northwestern mutual (19) fee-based planning (3) strategic planning associates hank cerruti nicholas llerena
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Thank you for visiting Strategic Planning Associates! We are committed to helping you plan for the life you want to live; just as no two clients are alike, no two plans are alike. Our team takes the time to get to know what sets you apart. By understanding your values, vision, and goals, we develop a uniquely tailored plan and collaborate with you and your family to monitor and manage the plan to help you achieve financial independence.