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

May 22, 2017

Articles & Videos

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Market Thoughts for May (Video)

May 3rd, 2017|0 Comments

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Will vs. Trust: Is One Better than the Other?

April 20th, 2017|0 Comments

News & Announcements

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Save the Date for our Summertime Events

April 26th, 2017|0 Comments

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Forecast Event 2017

February 9th, 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.
See More >>

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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.