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."

Nico Schapira, Jennifer O'Brien, Andy Wagner, Nick Llerena

Maureen J D AmicoTim HonceHenry CerrutiKimberley CerrutiJoAnn M Surrusco


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.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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