Strategic Planning Associates

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United States
Melville, NY
Strategic Planning Associates

Strategic Planning is focused on helping you gain clarity around your values, vision and goals.

07/19/2026

Another Roots & Wings race in the books. Go S.P.A.! .

07/14/2026

We are proud to announce that Hank & Nick are among those honored by Forbes as a Best-In-State Financial Security Professional for 2026 and proud to be part of a company that had more advisors recognized by Forbes | SHOOK than any other company or firm.

07/12/2026

Happy Birthday to Robert Novotny! We hope you have the best day!

07/08/2026

Helping the Next Generation Thrive

As life evolves, so do financial priorities. For clients in their 30s and 40s, these years are often filled with some of life's biggest milestones—building careers, growing families, buying homes, saving for education, managing debt, and balancing competing financial goals.

At SPA, we believe financial planning shouldn't begin just before retirement. By helping the next generation establish strong financial habits and make informed decisions today, we can create a foundation for long-term success and confidence. Our goal is to provide guidance through every stage of life, helping clients navigate opportunities and challenges as their families, careers, and financial needs grow.

The relationships we build today can help create financial security not only for current clients, but for future generations as well.

07/06/2026

Proven Plans, Gentle Guidance: Overcome Money Insecurity And Start Living

07/04/2026

✨ As America celebrates its 250th anniversary, we honor a legacy built on vision, resilience, innovation, and opportunity.

For 250 years, progress has been fueled by individuals and organizations committed to building a stronger future. The same principles that have driven our nation forward—responsibility, perseverance, and smart decision-making—are at the heart of great financial stewardship.

This Independence Day, we celebrate not only our country's remarkable history, but also the people who help create a solid foundation for growth and success every day. Here's to honoring the past, investing in the future, and continuing to build prosperity for generations to come.

Happy Fourth of July and happy 250th anniversary, America! 🎆🇺🇸📈

07/03/2026

How strong is your financial team?

Congratulations to Team USA on moving forward—and a big shoutout to our team of professionals who help keep you moving toward your goals with the same focus and determination. 💪📈
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07/02/2026

Team Member Thursday : Meet Nick Romano !

06/29/2026

From Uncertainty to Control : A Strategic Planning Approach

06/27/2026

This is so powerful!

Address

400 Broadhollow Road
Melville, NY
11747

Website

http://strategicplanningassociates.nm.com/

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