Posts Posts by: "SRP"

What is the greatest impact we can make in our lives? Is it what we do in our work, or maybe with our generosity? What about life changing help for a stranger? All of those are noble pursuits, but most people would agree that the legacy we leave our family will be the most important…(Read More)

We are a full service financial planning firm that partners with our clients to provide a holistic retirement plan that will create streams of income. 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…(Read More)

Will the Market Keep Dropping?

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Presented by Gabe Lapito and Ryan Gomendi If you’re like many investors, you’re starting to worry. After all, the stock market has declined for the third month in a row, with the S&P 500 in correction territory (i.e., down 10+ percent from the peak). Plus, important trend lines (e.g…(Read More)

The railroad industry has a long and storied history in America. It is responsible for spreading the industrial revolution across the country and making it possible for transports to go from the Atlantic to the Pacific. It is no wonder such an important industry has its own specific retirement plan with unique features. Let’s…(Read More)

What To Do With Volatility?

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There is no disputing the last few weeks in the markets have been challenging. Everyone is trying to predict how deep the declines will go and memories of 2008 and “corrections” are forefront on the minds of investors. The news media sensationalizes the market’s performance, but what does the recent volatility mean and how…(Read More)

One of the most important things we assist clients with at Strategic Retirement Plans is identifying and mitigating risk. Risk management comes in many different forms: managing the risk in your investment portfolio or managing the risk of having enough funds in retirement. One risk that must be considered in any holistic financial plan is…(Read More)

All of our client stories hold a special place in our hearts, but this edition is a little extra special to us. Michelle Olson has been with us since the beginning when our offices opened in 1996 as our first employee. She’s started as an administrative assistant and has served in operations, marketing, human…(Read More)

One of our greatest rewards at SRP is seeing a retirement well lived by one of our clients. While the TV commercials will sometimes tell you a well lived retirement centers around exotic vacations or lavish purchases, for some it is as simple as new-found time with family and friends. That’s exactly the…(Read More)

What does a company owe its clients? Is it simply a transaction or should there be something deeper? Should a company share its core mission, be transparent about its values, and in so doing create expectations that it must live up to? At Strategic Retirement Plans, the answer is a resounding YES! Today we want…(Read More)