A complete list of active advisors currently associated with Strategic Planning Associates
Warmer can help you find a great advisor at Strategic Planning Associates or one who fits your needs even better.
Strategic Planning Associates provides financial planning and discretionary, non-wrap portfolio management to individuals, retirement plans, trusts, estates, charitable organizations and business clients. Services described in the brochure include holistic or modular financial planning, hourly consulting, and management of portfolios holding equities, ETFs, mutual funds, corporate and municipal debt, certificates of deposit and other securities. The firm says it constructs asset-allocation models tailored to each client’s goals, risk tolerance and time horizon and implements those models on a discretionary basis while allowing clients to impose written restrictions. Accounts are custodied through Charles Schwab Institutional, reviewed at least annually (or sooner when circumstances change), and clients receive custodial statements directly while the adviser monitors performance and suitability. A distinctive feature noted in the brochure is that the principal and associates are licensed insurance agents and may offer commissionable life, health, disability, long-term care and fixed-annuity products; the firm discloses affiliations with insurance marketing organizations and the potential conflicts that dual compensation can create. The brochure also highlights the principal’s long tenure in investment advice (since 1975) and the firm’s small-scale, relationship-focused practice as part of its service model.
To learn more about the advisors currently working at Strategic Planning Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Granby, MA
| 16
|
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