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

What Amount of Money do I Need in my 401k to Retire?

What Amount of Money do I Need in my 401k to Retire?

Ryan shares his advice on the amount of money needed for retirement. 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?

How Much Do I Need to Retire?

Ryan explains how SRP guides retirees to a goal for a numerical retirement amount. SRP's Methodology Behind Knowing when you have Enough to Retire. How much money you need to retire is not as simple of an...

How Much Should I Have in My 401K Before I Retire?

How Much Should I Have in My 401K Before I Retire?

Do you wonder how much is needed in your 401k to retire? Here is Gabe's advice on some guidelines to follow for your 401k savings. What Factors Determine how Much Money You Need to Save in Your 401k? How much money you need...

Rate of Return: What to Expect in Retirement

Gabe and Ryan let you know about risk and reward in retirement for the best rate of return in different markets. Calculating Risk into Our Rate of Return Expectation Rate of return is a function of risk. Risk level changes...

Are You Panicking About Higher Interest Rates and a Down Market?

Are You Panicking About Higher Interest Rates and a Down Market?

Listen to Ryan and Gabe explain why you don't need to be worried about the current state of the market and interest rates. Are you Panicking about higher rates and the falling market? Don't be, here's why: In the short-term...

Monthly Market Update – February 2023

After a tough December, both U.S. and international markets showed gains in January. The primary drivers were the continued drop in inflation and the decline in longer-term interest rates. Despite the market gains, the economy showed signs...

How can I Maximize my Retirement Savings?

How can I Maximize my Retirement Savings?

Gabe gives insight on maximizing your retirement savings with a few key strategies. Three Different Ways to Maximize your Retirement Savings Depending on your Circumstances There are a few ways we like to...

The 4% Rule: Is it Safe for Your Retirement Income Strategy?

The 4% Rule: Is it Safe for Your Retirement Income Strategy?

Gabe touches on SRP's stance on the validity of the 4% rule. How Safe is the 4% Withdrawal Rule in Retirement? Now this question depends on the individual. But, it is a great rule of thumb for retirees who...

Monthly Market Update – January 2023

December closed out a tough year for markets. The U.S. indices showed single-digit declines for the month, capping off drops for the year of about 7 percent for the Dow, more than 18 percent for the S&P 500, and 32 percent for the...

Markets Are Down: Have we seen the bottom yet?

Has inflation peaked, when can we expect a rebound? Gabe and Ryan briefly discuss their thoughts on where the market is at. Market Trajectory for Upcoming Year The question many clients are asking is, "Have we seen the bottom of this down...