Veteran Highlight – Don and Sandie Haney
It’s our honor to serve those who have served. Don and Sandie Haney have been our clients for over 15 years, and they are like family to us. Similar to many of our clients, they are both veterans, and here’s a bit of their story. How They Met Don joined...What are the factors that affect my pension?
Do you have a plan for your pension? At SRP, we work with each individual to figure out the best plan when it comes to your pension. There are many factors that can affect this decision, including age, marital status, and interest rates. Watch this video with our...The Democrats won the House, the Senate, and the Presidency…
The Democrats won the House, the Senate, and the Presidency… What does that mean for your portfolio and markets headed into 2021? Dive in with Financial Advisors, Gabe Lapito and Ryan Gomendi. How a democratic government will affect the market Now that Democrats...
Veteran Story: Baerbel and Larry Merrill
Larry & Baerbel We are continuing our journey to tell a client veteran highlight each month to honor our many veteran clients. This week we are happy to share a little glimpse of Baerbel and Larry Merrill. Colonel Baerbel Merrill and Larry Merrill both served...Video: What is the appropriate withdrawal rate?
So you work really hard saving money in investment accounts and retirement accounts, and then you come to retire, how much can you take from your portfolio each month? What is the appropriate withdrawal rate? What is a withdrawal rate? How is this rate decided upon?...Ready to Get Acquainted?
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