Videos

OUR 5 PILLARS

Investments? Yes, of course. But what about the other four areas? Have you secured each pillar?

RELATIONSHIPS COME FIRST

We put a high priority on developing real relationships with our clients. Stepping into retirement is a major transition and we will be right there alongside you helping you navigate all of the curves right through to the very end.

UNDERSTANDING RISK

We can’t predict the future. But, we can help you understand risk and build a custom portfolio around your risk tolerance. We can even stress test your portfolio and show you how your portfolio might perform in different market environments.

CAN A FINANCIAL ADVISOR REALLY HELP?

You are about to navigate some pivotal financial transitions. Timely adjustments can change the trajectory for your entire financial future. After a lifetime of saving, you want to get this part right.

FINANCES ARE PERSONAL

Did you know that money is cited as one of the top reason for divorce in the United States? It is amazing to see the stress that can be relieved and the peace that can come when a solid financial plan is put into place.

CAN I RETIRE?

Your pension, social security, real estate, investment accounts… These will soon need to take the place of your monthly paycheck. Will it be enough? How long will it last? That’s what we can help answer for you.

THE STORY OF RYAN’S PARENTS

“If my parents would have had someone to guide them to invest in a safe and understandable way when they sold their businesses, their retirement would look so different.” Simple planning and guidance can make all the difference.

The Latest Video Updates from Gabe & Ryan

What Does a Financial Advisor Do?

Leaving the workforce and transitioning into retirement is a significant milestone in life. For many, it marks the end of a steady paycheck, and the beginning of a phase where...

Why a Fee-Based Financial Advisor Is Right For You

How do financial advisors get paid, and why does it matter to you? Gabe and Ryan are walking through why a fee-based investment advisory practice may be right for you. There are six reasons why SPR thinks a fee-based model is right for our...

Can a Financial Advisor Really Help?

Gabe talks about the benefits of having a financial advisor on your team. https://youtube.com/shorts/dIBUH7sJin0?si=EnSIkaIECMiOmarE How SRP Will Help you Succeed in Retirement You've spent most of your life accumulating wealth, and now you are looking for a way to...

What Amount of Money Do I Need for Retirement?

Ryan details what SRP likes to analyze to know if an individual is ready to retire! https://youtube.com/shorts/KEfC5L9rQZw?si=EnSIkaIECMiOmarE Amount You Need to Retire This is one of the top questions clients ask and one that many people want to know. The truth of it...

What is a Reasonable Rate of Return in Retirement?

Ryan speaks to what Rate of Return to aim for in retirement. https://youtube.com/shorts/KDDN0k4NGhc?si=EnSIkaIECMiOmarE Rate of Return in Retirement We always like to think that rate of return is a function of risk. Meaning, that the higher the risk you may want to...

How Safe is the 4% Withdrawal Rate for Retirement?

Ryan shares SRP's perspective on the reliability of the "4% plan" in retirement. https://youtube.com/shorts/JZ3havBOH6U?si=EnSIkaIECMiOmarE SRP's Approach to Annual Withdrawal Rate There is a lot of research available on the validity of the 4% withdrawal rate in...

What Amount of Money do I Need in my 401k to Retire?

Ryan shares his advice on the amount of money needed for retirement. https://youtube.com/shorts/rWeacjRho_4?si=EnSIkaIECMiOmarE The Two Key Factors in Determining 401k Savings How much money do I need in my 401k to retire? Unfortunately, there isn't a simple plan or a...

How Much Do I Need to Retire?

Ryan explains how SRP guides retirees to a goal for a numerical retirement amount. https://youtube.com/shorts/LCTUS02cNwA?si=EnSIkaIECMiOmarE SRP's Methodology Behind Knowing when you have Enough to Retire. How much money you need to retire is not as simple of an...