Helping Families Plan For Financial Security, One Client At A Time.

    "Our Strategic Planning Associates team is committed to helping you define and achieve your vision for financial security. We assist you in the development of your own uniquely tailored financial plan that is built around your values, vision and goals."

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Henry Cerruti, CFP®, CLU®, ChFC®, REBC®, RHU®

Wealth Management Advisor

  • 631-592-2007 ext 1
  • FAX 631-592-2131

Webcast: Stretch Your Retirement Savings – View Now

Discover simple steps you can take today to help ensure taxes don’t get the best of your retirement dollars in our webcast, Pay Taxes Now or Later: Retirement Strategies Beyond a 401(k).

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Have You Taken Steps To Help Protect Your Most Valuable Asset?

You insure your home, your car and even your cellphone. What about your paycheck? Watch this short video to learn more.

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The Impact of Long-Term Care on Families

Alzheimer’s doesn’t pick and choose.  It can impact any family. Hear from Emmy-award winning broadcast journalist Meryl Comer, USAgainstAlzheimer’s co-founder Trish Vradenberg and others about the impact providing long-term care for a loved one has had on their lives and families.