What Are Donor Advised Funds?
At Strategic Retirement Plans we are always trying to help our clients create a complete financial plan that includes estate, tax, retirement, investment, and insurance planning. In addition to these five areas, we often receive a lot of questions about how to plan...
Cybersecurity Tips for Safer Online Holiday Shopping
The holiday season is a busy time for everyone—especially cyber thieves. While shopping online for the best deals, it’s critical to be aware of common scams and risky online behavior that could ruin the holidays. Keep these tips in mind to better protect yourself. Be...
Thank You Veterans!
Veterans are skilled leaders and problem solvers who have a lot to offer in and out of the service. Got Your 6, a campaign to empower veterans in America, offered some interesting insights about the men and women who have chosen to serve in our country’s military.1...
5 mistakes people make regarding their estate
At Strategic Retirement Plans we work with each client to make sure all 5 areas of their financial plan are complete. However, many times when we begin working with new clients we find gaps in what they believe to be a complete plan. In these cases, one of the...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
