Is Hiring a Financial Advisor Worth it? It Depends.
Hiring a financial advisor might be similar to consulting with a lawyer or hiring a personal trainer if we were to compare to other industries. Every lawyer or personal trainer is going to have a different skillset, different education levels, differing experiences as...
7 Healthy Financial Steps for 2022
The New Year is not only a great time for establishing or re-establishing healthy fitness habits, but it’s also a great time to check in on your financial health no matter your age or how much money you make. What actions could you take in 2022 that take you...
An End of Year Financial Checklist: 10 Things to Consider
The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...
Do You Have An Insurance Plan?
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...
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...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.
