Clients
Robert DePalo Jr. Home
Robert DePalo Jr. Home
  • Home
  • About 
    • About Us
    • Our Process
  • Business Planning 
    • Exit / Succession Planning
    • Business Continuity Planning
    • Tax Reduction Strategies
    • Executive Comp. Strategies
    • Qualified Plans
  • High Net Worth Planning 
    • Estate Planning Strategies
    • Generational Wealth Strategies
    • Trust & Insurance Planning
    • Philanthropic Planning
  • Resources 
    • Insights & Articles
    • Speaking Engagement Replays
    • Case Studies
    • Concept Frameworks
  • Legacy Alpha
  • Make an Appointment
  • Clients  
    • The Living Balance Sheet ®
    • Guardian Life
    • NetXInvestor
Clients

Latest Articles

Retirement

  • Women on the Rise
  • Saving Early & Letting Time Work For You

Investment

  • Are You Ready for Your Portfolio to Make a Difference?
  • How Stocks Work
  • Estimating the Cost of College
  • How to Invest in LGBTQ+ Friendly Companies

Estate

  • Four Steps to Valuing an Estate

Insurance

  • Dog Bites Neighbor. Now What?
  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions
  • Financial confidence boosters for women in midlife

Tax

  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • 5 smart ways to spend your tax refund

Money

  • Weighing the Benefits of Prepaid Debit Cards
  • Your Emergency Fund: How Much Is Enough?
  • U.S. Personal Savings Rate

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
 

Contact

Office: 516-240-1886

900 Stewart Avenue

Suite 500

Garden City, NY 11530

info@thestrategicbusinessplanner.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Park Avenue Securities Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 

 Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only. 

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 900 Stewart Avenue, Ste 500, Garden City, NY 11530, 516.745.5600. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Strategic Business Planner is not an affiliate or subsidiary of PAS or Guardian. 

This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals List is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.

 Important Disclosures   |   Terms of Use|Privacy Policy

9055285.1 Exp 08/2028