Strategic Planning Associates

Helping Families Achieve Financial Security One Client At A Time.

    "My team is committed to helping our clients achieve financial security.  We assist each individual in the development of their own uniquely tailored comprehensive financial plan that is built around their values, vision and goals.

As a team, we are committed to delivering exceptional service while adhering to the principles of honesty and integrity."

Henry P. Cerruti, CFP, CLU,ChFC,REBC, RHU

 Wealth Management Advisor

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let us help you ensure your financial future is all you want it to be.

You have a voice in your company

As a mutual company, we don’t answer to shareholders. We answer to our policyowners. Exercise your right to vote in our Board of Trustees election. Return your proxy card mailed with your 2013 Annual Report before May 23.

Your Estate Plan: Is a Trust Right for You?

Get the latest white paper now to access your guide to trust basics and options.

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.