Strategic Retirement Plans

Your Stewards for a Complete Retirement

 

Who We Are

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.

Client Experiences

  • Good people. Care for their clients so well. And genuinely enjoyable every time we go to the office. The whole team is awesome.

    thumb Jenna Jones

    I have been with SRP for several years. Great staff with positive attitudes. SRP will keep you informed.

    thumb Buck Archambeault
  • Gabe and Ryan have been wonderful financial advisors for myself and several family members over the years. They truly care about you and your future when it comes to their decision making. Everything is explained thoroughly and any questions answered beyond satisfaction. I would recommend anyone looking to invest, whether new or experienced, to give strategic retirement a try. I'm glad I did and am very satisfied with everything they've done. A+++

    thumb Brian Lee

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

VIDEO SERIES: ExxonMobil Benefits Package + Retirement Considerations

In this 5 part video series, Certified Financial Planners and Advisors, Ryan and Gabe, cover the components of the ExxonMobil Benefits package and all of the factors to consider for planning your retirement. Click the list icon in the top right corner of the video to...

3rd Quarter Market Update- 2022

3rd Quarter Market Update- 2022

September Sell-off Caps Challenging Quarter Equity markets saw widespread declines in September, wiping out gains from earlier in the quarter and bringing the major indices to their lowest closing levels for the year. The S&P 500 fell 9.21 percent during the...

Monthly Market Update – October 2022

September was a bad month for markets, which were down between 8 percent and 12 percent for the month both here and abroad. The decline was driven by interest rates, which rose sharply. Despite the market pullback, there was some positive data for the last quarter....

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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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