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


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.


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.


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.


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.


“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

Long Term Care – It’s All About A Plan

Long Term Care – It’s All About A Plan

We partnered with Ash Brokerage to discuss Long-Term Care. Quick Hits What is Long-Term Care, and what's your plan? Medicare vs. Medicaid Private Long-Term Care Options Long-Term Care Insurance Options Watch the entire webinar here.

November 2023 Market Thoughts

November 2023 Market Thoughts Brad McMillan, Commonwealth’s CIO, recaps October’s market and economic news. U.S. indices were down for the third consecutive month, with the Nasdaq doing the worst. International markets also pulled back, and fixed...

Monthly Market Thoughts – October 2023 U.S. indices were down for the second consecutive month, with the Nasdaq doing the worst. International markets pulled back, and fixed income was also down. That said, job growth remained healthy, consumer confidence...

Why a Fee-Based Financial Advisor 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...

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?

Can a Financial Advisor Really Help?

Gabe talks about the benefits of having a financial advisor on your team. 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?

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! 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...