Strategic Planning Associates

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

🎉 Join us in celebrating Tim's 10 amazing years with our firm! Your dedication, hard work, and passion have been a key p...
05/31/2026

🎉 Join us in celebrating Tim's 10 amazing years with our firm! Your dedication, hard work, and passion have been a key part of our success. Here’s to many more years together! 🙌

05/25/2026

Proactive Planning: Your Best Defense Against Life's Surprises

Always remembering those that sacrificed for us. 🇺🇲
05/24/2026

Always remembering those that sacrificed for us. 🇺🇲

Members of Strategic Planning Associates enjoyed an impromptu meet up at a local Huntington bar to cheer on the NY Knick...
05/22/2026

Members of Strategic Planning Associates enjoyed an impromptu meet up at a local Huntington bar to cheer on the NY Knicks! 🏀 We enjoyed some great conversation, time spent with new and old friends, a celebration of our hometown heroes, and just a great sense of community. If you would like to join in, stay tuned as we plan more evenings around the Island. 🙌

Please join us in congratulating Nick Romano on earning the WMCP (Wealth Management Certified Professional) designation!...
05/20/2026

Please join us in congratulating Nick Romano on earning the WMCP (Wealth Management Certified Professional) designation! His dedication deepens our team's expertise and strengthens the service we provide to clients. The WMCP® designation provides your financial professional with the education needed to deliver service and expertise aligned with your expectations, and to help you make informed
financial decisions aligned with your long-term financial goals

Happy Birthday, Thomas! Wishing you a wonderful day and another year of success and growth. Enjoy your day!
05/18/2026

Happy Birthday, Thomas! Wishing you a wonderful day and another year of success and growth. Enjoy your day!

05/18/2026

Generational Wealth: Crafting a Legacy for Your Loved Ones

We were excited to host an exclusive client briefing with senior executives from our Home Office!Brent Schutte, Dave Hum...
05/12/2026

We were excited to host an exclusive client briefing with senior executives from our Home Office!
Brent Schutte, Dave Humphreys and Matt Stucky shared in-depth insights on the global economy, market trends and outlook for the year ahead. This private event was a unique opportunity to hear directly from the team shaping our investment strategies—and to get questions answered firsthand.

05/11/2026

From Pebbles to Progress: Solving Small Issues Effectively

Happy Mother’s Day to all the moms — biological, adoptive, step, foster, grandmothers, chosen-family moms, and anyone wh...
05/10/2026

Happy Mother’s Day to all the moms — biological, adoptive, step, foster, grandmothers, chosen-family moms, and anyone who mothers with love. Your strength, kindness, and everyday care make the world better. Sending love to you all, and to those missing a mom today — you’re not alone. 💐❤️

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400 Broadhollow Road
Melville, NY
11747

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