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.

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

Monthly Market Update – September 2022

After a strong rebound in July, markets pulled back again in August. U.S. and developed international markets ended the month down by 3 percent to 5 percent, and fixed income declined. The primary driver here was rising rates. Higher...

The Effects of Inflation on Your Retirement Plan in 2022!

Prices are UP! What do the effects of inflation mean for you and your retirement plan in 2022? We discuss the mandates of the Federal Reserve, what actions they're taking and what this means for you. https://youtu.be/HiUlxAwFmP0 Increasing Interest Rates to Stabilize...

SRP did it again!  Forbes Top Next-Gen Wealth Advisors for 2022

SRP did it again! Forbes Top Next-Gen Wealth Advisors for 2022

Gabe Lapito has been named to Forbes Top Next-Gen Wealth Advisors for 2022.  This is the 6th consecutive year to receive this honor. The list was published on 8/3/2022. “In a year that’s been hard for many, including our own team, I’m so proud that our team has...

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Referrals

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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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