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ABOUT RON STROBEL, CFP®
Welcome! I’m Ron.
I began my career working at several large brokerage firms where I was responsible for managing the investment accounts of retired clients and high net worth individuals. I spent about six years working in the corporate world before my entrepreneurial spirit finally convinced me to quit my job. Retire Sensibly LLC was born and I haven’t looked back since.
I am proud to be a CERTIFIED FINANCIAL PLANNER™ professional. Only about 25% of financial advisers have earned the right to use the CFP® marks. The path to CFP® certification involves 300+ hours of coursework and study, the completion of a capstone project, and passing a grueling exam plus meeting ongoing ethics and continuing education requirements. Even fewer financial advisers can claim the distinction of being FEE-ONLY which means we are only compensated directly by our clients with their knowledge and consent. No commissions, referral fees, revenue sharing agreements, or other hidden fees.
So what’s it like to work with me?
My philosophy is based on the idea that performing meaningful work and building genuine relationships is the best way to provide financial guidance to my clients. I don’t believe in making generic recommendations or rushing to provide advice. It takes time and commitment to fully understand each client’s unique goals, values, and financial habits.
I am adamant about adopting technology to enhance the speed, accuracy, and ease of delivering financial advice to my clients. I am able to meet with clients virtually, in-person, or through a combination of the two. That flexibility is key to keeping up with clients in today’s fast-paced lifestyle.
In my free time, you might catch me working in my garden and tending to the tomatoes, peppers, and cherry trees. I enjoy fishing for trout on the Boise River and fishing from my kayak in Idaho’s many lakes. I love working with like-minded individuals who share my love for Idaho and the outdoors.
Lauren and I have been together for seven years and we are thankful to call Idaho our home. We enjoy the four seasons, the endless outdoor adventures, and the friendly people.
Ron Strobel, CFP®
Founder, Retire Sensibly LLC
MY GOAL-BASED FINANCIAL PLAN
I encourage my clients to set goals... it's only fair if I share my goals too, right?
- Build and maintain genuine personal relationships
Buy a house with a HUGE backyardAttain CFP® CertificationBecome my own boss- Self-publish a book
- Encourage other financial advisers to adopt fee-only financial planning
- Fish every river in Idaho and Montana
- Attain financial independence by age 55
- Act as an advocate for community service and charitable giving
- Read at least three books per month (the most challenging goal on this list!)
PARTNERS
CERTIFIED FINANCIAL PLANNER™ professionals are held to the industry’s highest ethical and educational standards. Attaining the CFP® designation requires meeting extensive education, experience, and testing requirements. Maintaining the designation requires continuing education and maintaining good standing with the board standards.
TD Ameritrade Insitutional provides custodial services for our clients’ investment accounts. Their technology and support teams provide us with a secure way to hold and manage our clients’ financial assets. Clients are able to access their accounts online to view account values, statements, and tax documents via AdvisorClient.
XY Planning Network (XYPN) was founded to provide support to fee-only financial planners who work with Gen X and Gen Y clients. These younger clients have often been neglected by Wall Street firms who focus on managing large investment accounts. XYPN helps connect clients with financial planners who are planning-focused and sworn fiduciaries.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. NAPFA members must sign and renew a Fiduciary Oath each year and subscribe the NAPFA’s Code of Ethics.
Want to learn more about what we do? Continue reading about our Investment Management and Financial Planning services
Want to work with us?
(208) 249-9255
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© 2018 Retire Sensibly LLC. All Rights Reserved. | Privacy Policy & Disclaimer | ADV Disclosures
Want to work with us?
© 2018 Retire Sensibly LLC. All Rights Reserved.
Privacy Policy & Disclaimer | ADV Disclosures