Gabe Joins Board of Volunteers of America: Northern Rockies
Part of what we stand for at SRP is Living Generously, not just with our wallets but with our time and energy. This year marks…
Our goal is to fully understand the retirement dreams and goals of each individual and to be passionate stewards of those dreams and goals with integrity and excellence. At Strategic Retirement Plans we do not have clients, we have family.
Gabe Lapito + Ryan Gomendi
With backgrounds in tax, accounting, investing and financial planning, Gabe and Ryan offer a holistic approach to retirement planning. Much beyond investment advice, we can help you solidify each pillar of your financial plan. As important as all of that is, the best part for us, is seeing client relationships develop into friendships, and watching these friends step into their golden years with confidence and security. What a high honor it is to be a trusted advisor.
Each pillar is very important to supporting a solid financial plan. Failing to solidify one of these pillars can leave a retirement plan susceptible to trouble, but our holistic process can help pave the way for a successful retirement financial plan.
Health Insurance in Retirement: What do I Need to Know?
“Health insurance in retirement continues to be one of the primary questions and concerns we hear about in retirement planning, especially when retiring before 65…
Market Thoughts for July 2019
https://youtu.be/sI15eMIlk4M Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for June. It was a great month for markets around…