A goal without a plan is just a wish.

We help busy professionals and retirees plan for retirement, pay less in taxes, and invest intelligently. We are available to partner with clients near Boise, Meridian, Nampa, Caldwell, and throughout Idaho’s Treasure Valley.

AS FEATURED IN

About Us

Fee-only, Fiduciary, Fully Independent.

Retire Sensibly is an Idaho-based financial advisory firm founded with one goal in mind: serving our clients on their retirement journey.

Gardening

Ongoing advice in a constantly changing world

What if your family had a trusted financial advisor to guide you through both the good times and bad? We will help you:

 Build a custom portfolio, built and managed according to your unique retirement goals and values.

 Create a flexible retirement plan designed to help minimize the effects of inflation, taxes, and investment risks.

✔ Hold all of your investment accounts conveniently in one place with direct access to your financial advisor.

What best describes you?

Busy Professional 

You’re busy working in your career, taking care of your family, and now it’s time to save for retirement. We can help guide you through what you should be doing today to prepare financially for tomorrow, including:

Creating a comprehensive investment and contribution strategy that includes your IRAs and 401(k)s
Choosing between Roth and Traditional IRAs
✔ Seeking out opportunities for tax savings
Planning for childrens’ college expenses

(pre)Retiree 

Retirement is in your near future or you have already retired. You have questions about Social Security, pensions, healthcare and Medicare, and generating income from your retirement savings. We can help with:

Retirement calculations – when, where, and how
Creating a retirement income stream
Finding affordable retirement health insurance or Medicare policies
Creating a strategy to protect your portfolio from market risks and taxes

Rollovers

You need help figuring out what to do with your 401(k) or other employer-sponsored retirement plan. The options can be confusing and sometimes you have limited time to act. Our advice includes:

 Helping you understand your options
Consolidating your retirement accounts into one place and designing a comprehensive strategy
Evaluating special tax benefits for early retirees and investors who hold employer’s stock shares in their 401(k) accounts

Ron Strobel CFP Boise Idaho Fiduciary Financial Retirement Planner Fee Only
RON STROBEL, CFP®, RICP®

Founder, Retire Sensibly LLC

I began my career as a financial advisor in 2012 and worked for several large wealth management firms. I found that my passion was getting to know my clients and working with them on an ongoing basis, not selling products and moving on to the next buyer. 

I launched Retire Sensibly LLC as a fully independent firm in 2018. We are proud to be 100% owned and operated in Idaho. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional®, my focus is helping retirement-minded investors stay on track for retirement and avoiding everyone’s greatest fear: running out of money in retirement.

Need help? Send us a message

Office Hours

Monday – Friday 9:00 am to 5:00 pm

135 E. Calderwood Dr., Suite 120 Meridian, ID 83642

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