Market Thoughts for January (Video)
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for December. It was a great close to 2019, with U.S. markets up…
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.
50 Years of Financial Planning
One of the biggest changes to shake the world of finance has been the rise of CERTIFIED FINANCIAL PLANNER® professional fifty years ago this year…
Hope Lich Sworn in as a CASA for Children of Yellowstone County
Some needs happen far away, but others are happening right next door. Hope Lich, our star Client Relationship Associate, has just finished her training to…