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.
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
Monthly Market Update – May 2023
After a strong March, financial markets were mixed in April. U.S. markets were up by low single digits, bond markets showed small gains, but emerging markets pulled back. Concerns around inflation and the banking crisis lingered,...
Monthly Market Update – April 2023
U.S. markets were up by low single digits in March. For the quarter, the Nasdaq performed best, followed by international developed markets and the S&P 500. The primary driver was the progress on inflation, which is well below where it...
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...
Retirement Planning 101: How to Calculate Your Income Using a Safe Withdrawal Rate
Ryan discusses the best way to calculate income using a safe withdrawal rate. https://youtube.com/shorts/7phWvsv86UE?si=EnSIkaIECMiOmarE Calculating Income with a Safe Withdrawal Rate One thing that is heavily discussed in the retirement planning industry is what rate...
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...
Retirement Planning: How to Accurately Estimate Your Future Rate of Return
Ryan explains estimating rate of return in retirement. https://youtube.com/shorts/OMLSUSU23bA?si=EnSIkaIECMiOmarE Estimating Rate of Return How do you estimate future rate of return in retirement? We like to look into our crystal ball to know exactly what will happen...
Monthly Market Update – March 2023
After a strong January, markets softened in February. U.S. markets were down by low single digits, international markets dropped, and emerging markets performed worst of all. The primary drivers were the disappointing inflation data and...
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...
Retirement 101: The Optimal Withdrawal Strategy for a Secure Retirement
Gabe puts the 'S' in SRP with this brief guide to strategic retirement planning. https://youtube.com/shorts/i856o3A-_KE?si=EnSIkaIECMiOmarE What is the Best Retirement Withdrawal Strategy? The optimal strategy for retirement typically consists of the following key...
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...