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.

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

Fee-only, Fiduciary, Fully Independent.

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

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.

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. 

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. 

ron strobel cfp headshot

RON STROBEL, CFP®, RICP®

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.

Recent Media Quotes

November 8, 2023 – Ron was interviewed for Benefit News discussing strategies for younger Baby Boomers to bump up their retirement savings 

July 24, 2023 – Ron was interviewed for a FinancialPlanning.com article discussing Americans’ uncertainties over when and if they can retire 

July 19, 2023 – Ron was interviewed for a FinancialPlanning.com article reviewing how many Americans are forced into retirement due to unforeseen circumstances

April 2, 2023 – Ron was interviewed for a FinancialPlanning.com article on the retirement expenses retirees tend to underestimate 

Read more here…

Office Hours

Monday – Friday 9:00 am to 5:00 pm (Appointment Only)

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

© 2024 Retire Sensibly LLC. All Rights Reserved.     |     Disclaimer & Privacy Policy     |    Disclosures     |     Accessibility

Visitors with Disabilities

Visitors to this website who are vision-impaired or have any impairment covered by the American with Disabilities Act or a similar law are welcome to contact us directly to discuss potential accommodations related to using this website or our services. You may contact us at (208) 795-3446 or by mail at PO Box 3053, Nampa, ID 83653

We currently only accept new clients who are Idaho residents.