Where Relationships Are Established Before Business is Transacted


WE ARE A FULL SERVICE FINANCIAL PLANNING FIRM

SPECIALIZING IN CREATING STREAMS OF INCOME FOR RETIREES.

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.  Read more >>

Market Watch

Commonwealth Market Updates

Market Thoughts (video)
Weekly Update

SRP Weekly Market Commentary

September 18, 2017

Articles & Videos

Medicare Basics You Need To Know

September 18th, 2017|0 Comments

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Understanding Risk

July 16th, 2017|0 Comments

News & Announcements

Equifax Breach Affects 143 Million Consumers

September 21st, 2017|0 Comments

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Save the Date for our Summertime Events

April 26th, 2017|0 Comments

As Featured In:

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In 2015 Investment News featured Gabe Lapito and Strategic Retirement Plans in a five part video series underscoring their success in succession planning.
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Gabe Lapito was honored to be included in REP. Magazine’s “Top Next Gen IBD Advisors” list for 2014, naming him as one of the 70 rising top advisors nationally.
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Ready to Get Acquainted?

We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.