A goal without a plan is just a wish.
We help busy professionals and retirees make the most of their financial resources, pay less in taxes, plan for retirement, and invest intelligently. We are available to partner with clients in Boise, Meridian, Nampa, Caldwell, and throughout the Treasure Valley.
AS FEATURED IN
WHY RETIRE SENSIBLY?
FEE-ONLY FIDUCIARY
We are a FEE-ONLY firm which means we do not receive any commissions or hidden fees. Our client experience is built upon building genuine relationships, not selling products.
ACADEMICALLY QUALIFIED
The CERTIFIED FINANCIAL PLANNER™ designation exemplifies our commitment to providing wealth management backed by academic research and professionalism.
FINANCIAL STEWARDSHIP
We proactively guide your family to help plan for retirement, invest intelligently, and watch for any upcoming obstacles with YOUR BEST INTERESTS always in mind.
RON STROBEL, CFP®
Founder, Retire Sensibly LLC
Hi, I’m Ron!
I began my career as a financial advisor working at several large brokerage firms where I was responsible for managing the investment accounts of retired clients. My entrepreneurial spirit eventually led me to quit my job and launch Retire Sensibly LLC as a fully independent firm.
My philosophy is based on the idea that performing meaningful work and building genuine relationships is the best way to provide financial stewardship to my clients. That mindset guides me through each client interaction whether I’m helping a young couple decide how to finance their first home, helping a mid-career professional decide how to launch his own business, or helping a pre-retiree decide when to claim her Social Security benefits.
WHAT BRINGS YOU HERE?
I need help investing
Ongoing investment selection and oversight.
- Creating an investment strategy
- Selecting low-cost investments
- Choosing between Roth and Traditional IRAs
- Investing for tax efficiency
- Creating a retirement income stream
- Monitoring performance
- Evaluating stock options and ESOP benefits
- Portfolio protection strategies
I need financial planning
Goal-based financial planning is our bread and butter.
- Retirement calculations – when, where, how
- Saving for your first home and other goals
- Taking advantage of employer benefits
- Choosing insurance policies and coverage
- Planning for healthcare expenses
- Planning for aging parents and dependents
- Lowering your tax liabilities
- Planning to leave behind your legacy
I'm new to Idaho
Local insight to help simplify your move.
- Access to a local financial planner
- Evaluating financing for your new home
- Evaluating job offers and career changes
- Planning for Idaho’s state income tax
- Idaho’s property tax exemption
- Planning retirement withdrawals
- Updating your estate plan
- Idaho’s education savings tax benefits
Want to work with us?
Call or text
(208) 795-3446
© 2020 Retire Sensibly LLC. All Rights Reserved. | Privacy Policy & Disclaimer | ADV Disclosures
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AS FEATURED IN
ABOUT US
We are a fee-only Registered Investment Adviser in Nampa, Idaho. We specialize in providing fiduciary retirement advice to middle class Americans who want to team up with a dedicated financial planner to help make the most of their financial resources.
OUR DIFFERENCE
GENUINE RELATIONSHIPS
Our client experience is built upon building genuine relationships based on trust and mutual understanding. We are a FEE-ONLY firm which means we do not sell any commissioned investment products or insurance.
ACADEMICALLY QUALIFIED
The CERTIFIED FINANCIAL PLANNER™ designation exemplifies our commitment to providing expert guidance to our clients. We are dedicated to the academic pursuit of financial planning and advancing the financial planning profession.
FINANCIAL STEWARDSHIP
We proactively guide your family to help plan for retirement, invest intelligently, and watch for any upcoming obstacles with YOUR BEST INTERESTS always in mind.
WHAT BRINGS YOU HERE?
I need financial planning
Goal-based financial planning is our bread and butter.
- All things retirement – when, where, how
- Saving for your first home and other goals
- Taking advantage of employer benefits
- Choosing insurance policies and coverage
- Planning for healthcare expenses
- Planning for aging parents and dependents
- Lowering your tax liabilities
- Planning to leave behind your legacy
I need help investing
Ongoing investment selection and oversight.
- Creating an investment strategy
- Selecting low-cost investments
- Choosing between Roth and Traditional IRAs
- Investing for tax efficiency
- Creating a retirement income stream
- Monitoring performance
- Evaluating stock options and ESOP benefits
- Portfolio protection strategies
I’m new to Idaho
Local insight to help simplify your move.
- Access to a local financial planner
- Evaluating financing for your new home
- Evaluating job offers and career changes
- Planning for Idaho’s state income tax
- Idaho’s property tax exemption
- Planning retirement withdrawals
- Updating your estate plan
- Idaho’s education savings tax benefits
RON STROBEL, CFP®
Founder, Retire Sensibly LLC
Hi, I’m Ron!
I began my career as a financial advisor working at several large brokerage firms where I was responsible for managing the investment accounts of retired clients. My entrepreneurial spirit eventually led me to quit my job and launch Retire Sensibly LLC as a fully independent firm.
My philosophy is based on the idea that performing meaningful work and building genuine relationships is the best way to provide financial stewardship to my clients. That mindset guides me through each client interaction whether I’m helping a young couple decide how to finance their first home, helping a mid-career professional decide how to launch his own business, or helping a pre-retiree decide when to claim her Social Security benefits.
Want to work with us?
© 2021 Retire Sensibly LLC. All Rights Reserved.
Privacy Policy & Disclaimer | ADV Disclosures
135 E. Calderwood Dr., Suite 120, Office #6, Meridian, ID 83642