This past week members of the Strategic Planning Team attended the Wealth & Investment Management Summit in Milwaukee. We were also honored to have our Lead Advisor, Jenn O'Brien, participate as not just a committee member but also as a Panel Speaker where she shared her thoughts on Quantifying the Value of an Advisor. All feedback said she "hit it out of the park!". Thank you Jenn, Tim and Mike for representing the team!
Strategic Planning Associates
商务咨询服务
Melville，New York 591 位关注者
Helping you plan for the life you want to live
关于我们
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. As Northwestern Mutual’s Private Client Group member, we combine our world-class planning expertise and client service with the unmatched financial strength, resources, and expertise of Northwestern Mutual to deliver comprehensive financial plans, risk management, and investment management solutions.
- 网站
-
https://www.strategicplanningassociates.nm.com
Strategic Planning Associates的外部链接
- 所属行业
- 商务咨询服务
- 规模
- 11-50 人
- 总部
- Melville，New York
- 类型
- 私人持股
- 创立
- 2002
地点
Strategic Planning Associates员工
-
Hank Cerruti
-
Mike Walsh
Director and Principal Consultant at Strategic Planning Associates Limited
-
Nicholas LLerena
Partner & Lead Private Wealth Advisor | Helping Clients Plan For the Life They Want to Live & The Legacy They Want to Leave | Process over Products |…
-
Thomas Mueger CFP?, ChFC?
Associate Private Wealth Advisor at Strategic Planning Associates
动态
-
We are so proud to work with Northwestern Mutual and are so optimistic about the future of this company. As John Schlifske’s 14-year tenure as CEO comes to an end he sat down with Fortune Brand Studio to talk about relevance, results and preparing for the future alongside our future CEO, Tim Gerend. https://lnkd.in/gFryJqhW
-
When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!
Planning for Long-Term Care Expenses
-
It’s important to discuss the costs of college with your family—and look for resources that can help you cover them.
Your Guide to Understanding and Filling Out the FAFSA
northwesternmutual.com
-
SPA enjoyed another night of spectacular magic, good wine and great company! A fun night was had by all watching the sleight of hand talents and mental trickery of Magician Matt Furman. We love getting some time with clients outside the office to enjoy some entertainment, conversation and laughs while also getting to meet some new people.
-