SRP Client Stories: Michelle Olson

SRP Client Stories: Michelle Olson

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...
SRP Client Stories: Terry & Jane Wilkerson

SRP Client Stories: Terry & Jane Wilkerson

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...
Our Mission, Values, and Promise at SRP

Our Mission, Values, and Promise at SRP

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,...