Important Update for Yellowstone Financial Clients

We have exciting news to share with you, our valued clients. Yellowstone Financial Services has been acquired by Strategic Retirement Plans (SRP), and we’re now operating as part of the SRP family.

A Message from Rob

“For several years, I’ve been focused on ensuring the continuity of my business and your service in the face of unforeseen events, such as death or disability, or when I’d like to shift my attention to other areas. Just a reminder that I love my job, and I am not retiring! But it would be foolish to not consider the future, so I’m trying to use wisdom and be a bit proactive—taking the advice I would give other business owners: “plan ahead,” because unexpected (and expected) things happen.

You, my client, are the most important consideration, and I am working to ensure you have continuity of service, expertise, and sound advice for many years to come. This acquisition with SRP represents the fruition of those careful planning conversations.”

What This Means for You

While you’ll notice the SRP name on your future statements and communications, your dedicated service and personalized attention remain our top priorities. This acquisition actually enhances what we can offer you—you now have access to SRP’s expanded resources and comprehensive retirement planning services.

What Stays the Same

  • Our commitment to your financial success

  • The personalized service you’ve come to expect

  • Our core values of trust, expertise, and genuine care

What Gets Better

  • Access to enhanced service offerings

  • Broader range of financial planning resources

  • Strengthened foundation for your long-term financial goals

We’re excited about this next chapter and the additional value it brings to your financial journey. Our team remains dedicated to helping you achieve your retirement and financial goals, now with even greater resources at our disposal.

If you have any questions about this transition, please don’t hesitate to reach out.

What you may be wondering

Q: I was with Yellowstone Financial—will my financial advisor change?

A: Good news! If you were working with Rob at Yellowstone Financial, you’ll continue your relationship with him as part of the SRP team. This continuity ensures you’ll have the same personal connection you’ve valued, now backed by SRP’s expanded resources and team expertise. We believe relationships are the foundation of effective financial planning, and we’re committed to preserving the trust you’ve built with Rob while enhancing the support available to you.

Q: Will my investment strategy or portfolio change?

A: Your financial well-being comes first. We won’t make changes to your investment strategy without thoughtful discussion with you first. Our team will review your current portfolio and financial plan through the lens of our comprehensive approach, and we’ll only suggest adjustments if we believe they’ll benefit your long-term goals.

Q: What about fees—will those change?

A: We believe in transparency when it comes to what you pay for our services. During your next meeting, we’ll clearly explain our fee structure, which in most cases should not change, and ensure you’re aware of all the details you need to know about our services and your portfolio.

Q: How will this benefit me?

A: Great question! As part of SRP, you’ll benefit from:

  • Access to a larger team of financial professionals with diverse expertise

  • Enhanced resources for investment research and portfolio management

  • Additional educational resources and client events to help you stay informed and connected

Q: Will you remain at your current location?

A: We’ll be consolidating our operations by moving into the SRP building. This move will bring our entire team together under one roof, making it easier for you to access all of our services and expertise in one convenient location. Don’t worry—we’ll make sure the transition is smooth and that you always know how to reach us!

We’re Glad You’re Here

At SRP, we believe in establishing relationships before talking business. Whether you’re joining us from Yellowstone Financial or you’ve been with SRP all along, our team is excited about this next chapter and the opportunity to help you create a financial future that brings you confidence and security. Have more questions? Feel free to give us a call.

Call Us Today

Meet the SRP Team

We believe that who you work with matters just as much as the strategies they recommend. Our team combines professional expertise with genuine care for each client’s wellbeing. Click here to learn more about the folks who’ll be looking out for your financial future.

Meet the Team