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

2021 Market Update: 3rd Quarter

After a great start to the quarter in July and August, September was when the storms hit. Here in the U.S., markets pulled back significantly. The Dow declined by 4.2 percent for the month and 1.46 percent for the quarter. The S&P went down by even more for the...

Video: 3 Part Series on the Investment Process

What goes into the Investment Process when working with SRP clients? Listen in as Gabe and Ryan, financial advisors, break down their internal process and all of the factors they consider. Investment Process Part1: How important is knowing your risk score?...

How Does Biden’s Tax Proposal Affect You? Part 2

President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover Proposed changes to the capital gains rate of incomes above $1 millionProposed corporate and individual tax rates going...

How Does Biden’s Tax Proposal Affect You? Part 1

President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover The "Stepped Up Basis"- the changed value of an inherited assetThe "Gift and Estate" tax

Rising Interest Rates and My Retirement Portfolio

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. How do the rising interest rates affect your portfolio? It's been two months since...

What could be the long terms effects of COVID-19 on the market?

We're one year into Covid-19 and have been seeing the short-term effects on our economy. But what are some long-term effects that are here to stay? Catch up with CFPs, Gabe Lapito and Ryan Gomendi. How has COVID-19 changed the way we live...

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...