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

How Will the new Administration Affect the Economy?

A lot of change is to be expected with a new administration, but how that affects our economy is yet to be seen. Stay in the know with Gabe and Ryan, SRP's Certified Financial Planners What should you expect in the near future with our new...

Health Insurance in Retirement

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. How to...

Is the Stock Market Gambling?

Is Game Stop right for you? Watch the video to see Gabe and Ryan’s take on gambling versus investing. Difference between Gambling and Investing Is the stock market gambling? We get that question quite a bit and the short answer is, we...

What are the factors that affect my pension?

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…

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. How a democratic government will affect the...

Video: What is the appropriate withdrawal rate?

So you work really hard saving money in investment accounts and retirement accounts, and then you come to retire, how much can you take from your portfolio each month? What is the appropriate withdrawal rate? What is a withdrawal rate? How...

Video: Stay the Course in Volatile Times

Video: Stay the Course in Volatile Times

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. Full...

Video: Timing the Market

Should I be timing the markets? Decades worth of decisions, election timing, beating the index. It's all about time in the market! Watch to learn more. Is timing the market a good investment strategy? "Should we try to time the market?",...

Video: What Do I Need for an Estate Plan?

Video: What Do I Need for an Estate Plan?

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. How You Can Prepare Financially for the "Storms" of Life With COVID-19 happening, one of...

Video: Smart Money

Video: Smart Money

"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. Let's Talk About Our Mission Here at SRP Thank you for being here with us. We are Strategic Retirement...