STRATEGIC PLANNING ASSOCIATES

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."

 

 

team photo

Jennifer O'BrienMaureen J D AmicoNick LlerenaKimberley CerrutiTim HonceHenry CerrutiJoAnn M SurruscoNico Schapira


Yo hablo español.  Para obtener más información sobre nuestros productos y servicios, por favor visite nuestro sitio web en español: es.northwesternmutual.com


 

Nicholas A LLerena, CLU®, ChFC®, CASL®, CFP®, AEP®
Wealth Management Advisor


Strategic Planning Associates

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck