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
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.
Retiring comfortably?
Let’s calculate the probability
A ‘RISK SCORE’ helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Get your risk score for free today or click to learn more.
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
2021 Market Update: 4th Quarter
Solid December Caps Off a Strong Year for Markets Markets rallied to finish out the year, with all three major U.S. indices notching gains for the month, quarter, and year. The S&P 500 gained 4.48 percent in December, which contributed to an 11.03 percent...
7 Healthy Financial Steps for 2022
The New Year is not only a great time for establishing or re-establishing healthy fitness habits, but it's also a great time to check in on your financial health no matter your age or how much money you make. What actions could you take in 2022 that take you closer to...
An End of Year Financial Checklist: 10 Things to Consider
The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...
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Referrals
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If you know someone who may benefit from our services, kindly introduce us.