Living Generously: Ryan Gomendi + IDEA
At Strategic Retirement Plans, Living Generously is one of our highest values. To celebrate the first quarter of SRP’s 25th year of business, Ryan…
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.
SRP Celebrates 25 Years of Business!
This year we have the joy of celebrating our 25th year of business! “It’s been an honor to serve our clients for so…
Gabe Honored in Forbes’ Best-in-State Wealth Advisors List for Fourth Consecutive Year
Strategic Retirement Plans, a holistic financial planning firm, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been…