Robert Novotny - Strategic Planning Associates

Robert Novotny - Strategic Planning Associates My mission is to provide clients with concise, measurable, attainable, & timely financial plans. Marine Corps Veteran Owned Business.

Robert's mission is to provide clients with concise, measurable, attainable, realistic, and time oriented financial plans with sound entrance and exit strategies.

09/02/2026

I'm Robb Novotny and I approve this message.
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NYC and Long Island Veteran Owned Businesses - Please consider attending. If you're a Veteran Owned Business, reach out...
08/31/2026

NYC and Long Island Veteran Owned Businesses - Please consider attending. If you're a Veteran Owned Business, reach out to me here and I will send you the details and registration link!

08/27/2026

Chatting with Daghan!

When you first engage with a Mortgage Lender, it can be a wild ride. Just know that when you're getting pre-approved, here is what the lender is looking at. Each house has it's own unique pre-approval number.

If you have received something like this recently, or some time ago, we should discuss its impact in your financial plan...
08/24/2026

If you have received something like this recently, or some time ago, we should discuss its impact in your financial plan. The uniqueness of VA Disability goes a very long way in creating a plan and allocating dollars to their specific risk / return metrics. We have an advantage, that we've earned; I'm here to help us maximize it!

I'm just like every other Disabled Veteran, trying to provide for my family. Let me at least show you some things I'm doing differently to maximize my wealth and planning.

I am The Veteran Wealth Advisor. And maybe that has pushed me into a corner, but that's our corner. If you're a Vetera...
08/21/2026

I am The Veteran Wealth Advisor. And maybe that has pushed me into a corner, but that's our corner. If you're a Veteran or currently serving, I'd be honored to chat about some of the uniqueness we have in our financial planning. Some topics we chat about are pension elections, TSP rollovers, VA Disability, VGLI or Private Life Insurance, Child Saving Strategies, Retirement Distribution Planning, Business Planning, the list goes on and on. Each with their own uniqueness to the Veteran Benefits we get.

Seriously, please give me a shout to chat about anyting on your mind. Here to help.

Tentative Agenda for the 2nd Annual VOBCON at the LT Michael P Murphy Navy SEAL Museum, September 8, 2026 at 1000. All ...
08/19/2026

Tentative Agenda for the 2nd Annual VOBCON at the LT Michael P Murphy Navy SEAL Museum, September 8, 2026 at 1000. All Veteran Owned Businesses looking to do business with NYS Agencies should attend.

1000 - Networking
1100 - PSEG Presentation
1200 - Working Lunch w/ LIRR
1230 - Towns talk through their procurement websites which will roll into Towns and Suffolk County with two SDVOB Partners.
1400 - Networking
1600 - Happy Hour

Looking for Sponsors. Looking for SDVOBs for panel.

Going off the fact that I'm uniquely capable; I am your Veteran specific wealth advisor. The nuances of Veteran Benefit...
08/17/2026

Going off the fact that I'm uniquely capable; I am your Veteran specific wealth advisor. The nuances of Veteran Benefits and how they fit into your overall wealth picture are where I excel. Whether you're just re-enlisting or getting out after 40 years or did your 4 and are now fully in the civilian sector, I want to be your source of reliable financial advice. I am The Veteran Wealth Advisor.

What is funny about being in financial planning is this:Sometimes, successful business owners will hire me to help them ...
08/15/2026

What is funny about being in financial planning is this:

Sometimes, successful business owners will hire me to help them navigate business wealth and growth to make sure the risks they are taking in starting businesses is actually generating the financial outcomes they want.

Other times, I will be told that I'm a scummy salesman that only wants to generate commission and that my profession is worthless and full of sleazebags.

Working with the public is funny. Anyway, here to help if you're going through a financial planning conundrum.

All the nostalgia recently! I started digging into my photos. There's a lot! Getting pinned to Sergeant in Haditha ha...
08/14/2026

All the nostalgia recently! I started digging into my photos. There's a lot! Getting pinned to Sergeant in Haditha has to be top 3 coolest things I've ever. The Colonel of the Haditha Police, Col. Faroq Taih Hardan, took part in the promotion ceremony. He said, "One day you will be a Captain!" To which I responded, "HAHAHA! Inshallah ..."

What a time to be alive.

Address

400 Broadhollow Road
Melville, NY
11747

Opening Hours

Monday 7:30am - 7:30pm
Tuesday 7:30am - 7:30pm
Wednesday 7:30am - 7:30pm
Thursday 7:30am - 7:30pm
Friday 7:30am - 7:30pm

Website

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