We are a holistic financial planning firm that partners with our clients to help create streams of income in retirement. Our goal is to fully understand the retirement dreams and goals of each individual and to be passionate stewards of those dreams and goals with integrity and excellence. At Strategic Retirement Plans we do not have clients, we have family.
With backgrounds in tax, accounting, investing and financial planning, Gabe, Ryan, and Kaelen offer a holistic approach to retirement planning. Much beyond investment advice, we can help you solidify each pillar of your financial plan. As important as all of that is, the best part for us, is seeing client relationships develop into friendships, and watching these friends step into their golden years with confidence and security.
With backgrounds in tax, accounting, investing and financial planning, Gabe, Ryan, and Kaelen offer a holistic approach to retirement planning. Much beyond investment advice, we can help you solidify each pillar of your financial plan. As important as all of that is, the best part for us, is seeing client relationships develop into friendships, and watching these friends step into their golden years with confidence and security.
Services
Strategic Retirement Plans serves our clients by providing an opportunity to live financially secure with trust and confidence; empowering them to pursue their passions. The higher the return means the higher the potential loss or investment risk. Financial Advisors, Gabe Lapito and Ryan Gomendi, use Riskalyze to determine your RISK SCORE.
We're known for taking a conservative approach to wealth management. We've built a reputation based on sound judgment and prudent decision-making-values that have helped so many of our clients protect their existing assets and successfully pursue their goals. Retirement planning is the process of evaluating your current financial standing and creating a strategy to help ensure you achieve your desired retirement lifestyle.
We are proud to partner with Commonwealth Financial Network, a Registered Investment Adviser that helps independent advisors like us serve their clients. Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients-not shareholders.
Your financial plan isn't just about what you invest in, it consists of everything relating to your financial situation. This includes planning for your estate, income taxes, insurance, investments and finally retirement. It's hard to succeed at one, unless you succeed at all. It's our goal to provide a holistic financial plan for every client making sure nothing slips through the cracks.
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.
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