About Ron Strobel, CFP®
Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC.
I began my career working for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior grossed me out. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC.
I am located in Nampa, Idaho and provide financial planning, tax planning, and investment oversight either virtually or through in-person meetings. I have the capability to meet with clients through video chat, phone, email, or in my home office or at a local restaurant. I’ve found that financial planning discussions are more productive when they’re conducted in an inviting setting, so I do not have a traditional “sit on the other side of my desk” office.
Why you should work with me:
My client relationships are built on a foundation of mutual trust, understanding, and genuine relationships. My experiences have shown that my advice is most effective when I have a thorough understanding of a client’s financial habits, moral values, and a plan to address their concerns. I am very process driven and I am constantly on the lookout for new technology to implement in my business. It’s important to me that my clients have industry-leading tools and technology at their fingertips.
I offer four tiers of financial planning service packages, each one designed for a particular age group:
Fundamentals: Helping young professionals get their finances in order.
Comprehensive: An in-depth analysis and financial to-do list for mid-career professionals.
Retirement: A pre-retirement checklist, selecting a retirement date, planning for retirement healthcare expenses, and more.
Stewardship: My premier service focused on providing ongoing investment oversight, financial planning, and tax planning all for one flat annual fee.
Please see my website for pricing and more information.
In my personal life, I enjoy working on my never-ending home improvement projects, volunteering with local service organizations (proud Rotarian, previously a Kiwanian), hiking in the mountains, fishing from my kayak on the Boise River, and spending time with my puppy, Hank.
I’m very easy going, I have a good sense of humor, and I love to cook and try new foods. Lauren and I have been together for seven years. We absolutely love Idaho and we can’t imagine living anywhere else.
- Family Financial Planning
- Gen X
- Investment Planning & Management
- Single Women
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly fee: $75+/mo
- Quarterly fee: $300+/quarter
- Flat fee: $500+
- Hourly fee: $150+
- AUM: 1.00%+