June 2020 Market Update
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for May. Last month, we saw real progress in the Coronavirus, which allowed the…
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.
Financial Advisors:
Gabe Lapito + Ryan Gomendi
With backgrounds in tax, accounting, investing and financial planning, Gabe and Ryan 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.
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.
Q&A: Understanding the New CARES Act
Presented by Gabe Lapito and Ryan Gomendi On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act…
COVID-19 Update
Hi SRP Clients, Our team wants to make sure in this season we have pro-active communication to each of you as we steward your…