Living Generously: Helen Teneke and the Day of Three Kings
On Isla Mujeres, Mexico, there is a very special celebration that takes place on January 6th – exactly twelve days after Christmas. Día de los…
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.
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.
Now Hiring: Client Relationship Associate
Job Description Employee title: Client Relationship Associate Date updated: 08/19/2019 Reports to: Ryan Gomendi – Financial Advisor Summary of responsibilities This position provides client…
Market Thoughts for August (Video)
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for July. It was a mixed month. U.S. markets rose and fixed income…