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 Is Our Strategy For Managing Client Investments?
Have you ever wondered what goes into the strategy for investing our clients’ funds? What does that process look like and how is it different for each client? We’d like to give you a peek behind the curtain at what we do to prepare and customize an investment strategy...
How will the new tax laws impact your retirement?
It’s the time of year when many people are taking care of their tax obligations. This will be the last year for doing your taxes before the new rules of the Tax Cuts and Jobs Act passed in late 2017 will take effect. That means next year will be a whole different...
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...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.
