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.

As Featured In

    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.

      Retirement Planning

      The 5 pillars of Strategic Retirement Plans

      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.

      Come in for a consultation

      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

      News + Resources

      Market Updates, The Oil Industry, Risk Management & More

      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…

      SRP

      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…

      SRP
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