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
Two months into Joe Biden's presidency, Gabe and Ryan give us the latest on the rising interest rates for 2021 and how it affects your retirement portfolio. https://youtu.be/jR1pkAUlPsw
One of the biggest questions we get from our clients in retirement is how do we handle health insurance before turning 65? How do you afford it and who do you buy it from? Learn some helpful tips from Gabe Lapito and Ryan Gomendi. https://youtu.be/lXPvu2L9log
How does government stimulus affect the US economy in the short term and the long term? https://youtu.be/9KmEesdpcjU
Is Game Stop right for you? Watch the video to see Gabe and Ryan’s take on gambling versus investing. https://youtu.be/7MdXXYM1V9s
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... What does that mean for your portfolio and markets headed into 2021? Dive in with Financial Advisors, Gabe Lapito and Ryan Gomendi. https://youtu.be/pHMj-M1SQZ0
How much money would you have today if you invested 10,000 in DOW Jones Industrial Average in 1900 and didn't touch it? Watch to find out the answer and why you should stay the course with your investments during volatile times. https://youtu.be/qG0pzS6IOOU
Why is there a difference between the stock market and the economy? How can our economy struggle but our stock market look good? https://youtu.be/VtZuu9QjBGM
How to build a foundation for your estate and plan for the future. Ryan and Gabe face hard topics and offer great advice on setting up an estate plan. https://youtu.be/gi6Yj3ThY7c
"It's not how much money you have, it's how you interact with the money you do have." See some tips and tricks from Gabe & Ryan. https://youtu.be/7B_94b1wVIs
How will this election affect my retirement portfolio? What happens if Joe Biden gets elected? What if Donald Trump stays in office? Tune in for insights from Financial Advisors Gabe Lapito and Ryan Gomendi. https://vimeo.com/466648992
We are a full service financial planning firm that partners with our clients to provide a holistic retirement plan that will create streams of income. Our goal is to fully understand the retirement dreams and goals of each individual and to be passionate stewards of...