As we take a moment to reflect on the year, we want to express our deepest gratitude for the trust and partnership you've extended to us. It is a privilege to work with you, and we are truly grateful for the opportunity to contribute to your life well lived. Wishing you and yours a warm, wonderful Thanksgiving filled with joy.
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
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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
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Hank Cerruti
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Mike Walsh
Director and Principal Consultant at Strategic Planning Associates Limited
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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 |…
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Thomas Mueger CFP?, ChFC?
Associate Private Wealth Advisor at Strategic Planning Associates
动态
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As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.
When Should You Reevaluate Your Life Insurance Coverage?
northwesternmutual.com
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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!
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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
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Chief Investment Officer Brent Schutte looks at evidence that the economy is out of balance and the role that rates could play in how quickly it regains equilibrium.
The Importance of Striking the Right Balance
northwesternmutual.com
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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