Strategic Retirement Plans

Your Stewards for a Complete Retirement

We are a holistic financial planning firm that partners with our clients to help create streams of income in retirement

Our goal is to fully understand the retirement dreams and goals of each individual and to be passionate stewards of those dreams and goals with integrity and excellence. At Strategic Retirement Plans we do not have clients, we have family.

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Meet our Team

Trusted Advisors

With backgrounds in tax, accounting, investing and financial planning, Gabe, Ryan, and Kaelen offer a holistic approach to retirement planning. Much beyond investment advice, we can help you solidify each pillar of your financial plan. As important as all of that is, the best part for us, is seeing client relationships develop into friendships, and watching these friends step into their golden years with confidence and security. What a high honor it is to be a trusted advisor.

Retirement Planning

The 5 Pillars of Strategic Retirement Plans

Insurance Planning

Estate Planning

Tax Planning

Investment Planning

Retirement Planning

Each pillar is very important to supporting a solid financial plan. Failing to solidify one of these pillars can leave a retirement plan susceptible to trouble, but our holistic process can help pave the way for a successful retirement financial plan.

Credentialed Professionals

Our team at SRP is dedicated to providing clarity, guidance, and confidence for our clients as they plan for retirement.  We are committed to education and continuous improvement to deliver the best possible service. Members of our team have obtained the following certifications:

LIVE Generously

Did you know that research shows that the most joy that money can buy comes from spending it on shared experiences with the people you love most as well as investing in charitable causes you care most about?  We love giving back and investing in these amazing organizations.

Meet with Gabe or Ryan

We would love to meet you and hear about your retirement dreams and goals. Come in for a complimentary discovery appointment with Gabe or Ryan where you can ask any questions or discuss topics of your choice to help you gain clarity about your financial future.

Your Questions Answered

Conversations we often have with our clients

The Story of Ryan’s Parents

Finances are Personal

Can I Retire? 

News + Resources

Market Updates, The Oil Industry, Risk Management & More

SRP did it again!  Forbes Top Next-Gen Wealth Advisors for 2022

SRP did it again! Forbes Top Next-Gen Wealth Advisors for 2022

Gabe Lapito has been named to Forbes Top Next-Gen Wealth Advisors for 2022.  This is the 6th consecutive year to receive this honor. The list was published on 8/3/2022. “In a year that’s been hard for many, including our own team, I’m so proud that our team has...

Monthly Market Update: August 2022

After a terrible start to 2022, markets rebounded in July. U.S. and developed international markets were up by 5 percent or more, with only emerging markets trailing. The primary driver here was the Fed. It has raised interest rates close to a neutral level, and...

We’re Hiring!

We’re Hiring!

We're hiring a Client Relationship Associate to join our team. Take a look at the job description below and follow the directions for applying if this seems like a good fit for you. Summary of Responsibilities: This position provides client support, assists in the...

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Referrals

The greatest compliment you can give is a referral

If you know someone who may benefit from our services, kindly introduce us.

Contact Us

Here to answer your questions as you plan for the future

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