Ron Strobel
CFP®, RICP®
Retire Sensibly LLC
Certified Financial Planner™ & Financial Advisor
Ron Strobel
CFP®, RICP®
Retire Sensibly LLC
Certified Financial Planner™ & Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your goals, invest intelligently, and build financial clarity. - Ron Strobel, CFP®, RICP®
Ron Strobel is a fee-only, fiduciary financial planner serving busy professionals and retirees in Idaho. Ron helps his clients organize their finances and invest for retirement.
Ron Strobel is an Idaho fee-only financial planner located within driving distance of Nampa, Caldwell, Boise, Eagle, Meridian, and Kuna.
Retire Sensibly LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow, and protect their assets throughout life’s transitions.
Ron Strobel is an independent, fee-only fiduciary. Ron will never be paid a commission of any kind and he has a legal obligation to provide unbiased and trustworthy financial advice.
Welcome! I’m Ron Strobel, CFP®, RICP®, founder of Retire Sensibly LLC.
I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC.
I help my clients:
1. Organize their finances
2. Invest intelligently
3. Feel more confident about their retirement plan
I serve clients in Boise, Meridian, Caldwell, Nampa, and surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting where we focus on establishing your family’s goals, values, and your attitude toward investing.
In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.
Ron Strobel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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 live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Financial Planning
Financial planning is the process of tying your goals and values to the financial decisions that you make. It can be a simple goal like “I want to save for a vacation to Australia” or it can be something more complex like “How can I retire by age 55?”
You probably have a general idea of where you are headed, where you would like to be, and what obstacles stand in your way. You may be unsure of the best path to take, how to get there in the most efficient way, and what steps should be prioritized. That’s where we come in. We fill in the gaps and apply our expertise to help make the most of your financial resources.
Investment Management
Are you tired of keeping up with the markets, wondering if you could be doing more with your investments, and feeling stress about your financial future? We can help.
Our experience in portfolio construction, tax impact management, and retirement account regulations allows us to provide you ongoing investment oversight. Client accounts are held securely at TD Ameritrade Institutional where we have access to thousands of exchange traded funds and mutual funds. Our Investment Management service begins with a 15-minute phone call to discuss what services you are looking for, what your goals are, and whether it would make sense to consider hiring our firm to manage your family’s investments.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Retirement Income Planning
- Comprehensive Financial Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Growing Families
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Transparent Fees
Professional Designations & Affiliations
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Ronald Strobel is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Ronald Strobel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Ronald Strobel is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Ron Strobel is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
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Ron Strobel is Quoted in MarketWatch: "‘Being objective is incredibly hard’: top financial advisers reveal their strategies for 2020"
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Ron Strobel is Quoted on NPR: "How One Man Used Miles To Fulfill His Dream To Visit Every Country Before Turning 40"
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Ron Strobel is Featured on WealthManagement.com: "How Are Advisors Staying Sane During the COVID-19 Pandemic?"
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Ron Strobel is Quoted in InvestmentNews: "8 adviser fears for 2019"
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Ronald Strobel is Quoted on The Huffington Post: "9 Questions To Ask Financial Advisors Before Hiring One"
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Ronald Strobel is Quoted in Investor's Business Daily: "Five Tips For Advisors To Market Their New Firm"
Contact Ron Strobel
Office Locations:
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135 E. Calderwood Dr.
Suite 120, Office #6
Meridian, ID 83653
