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

How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

Listen to it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

You Can Fund Your Child's Education

There are many options when selecting a college. The same is true of saving for it. Discover pros, cons and tax advantages of some of the most common strategies.
Download our white paper, “Save for College with Confidence,” to learn more.

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.