Posts Posts by: "SRP"

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 more than 20 percent and international markets showing double-digit gains. Job growth was strong, and, for the ninth month in a row, income and spending went up. New home…(Read More)

50 Years of Financial Planning

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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. The now-trusted CFP® certification earned by both Gabe Lapito and Ryan Gomendi of Strategic Retirement Plans—traces its roots back to 1969 when a small group set out to…(Read More)

We are thrilled to introduce you today to the newest addition to the SRP team! Mackenzie Palmer has just joined SRP in September as a Client Relationship Associate after spending the last twelve years in the banking world. As a banker, Mackenzie enjoyed helping people in their day-to-day…(Read More)

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 become a Court Appointed Special Advocate (CASA) for Children in the Yellowstone area. CASA provides a voice for abused and neglected children so they can thrive in a safe, permanent…(Read More)

On Isla Mujeres, Mexico, there is a very special celebration that takes place on January 6th – exactly twelve days after Christmas. Día de los Reyes, or Three Kings Day, is a local tradition on Isla Mujeres that celebrates the day the wise men visited Jesus bearing gifts. Families and friends gather to drink hot…(Read More)

Job Description Employee title: Client Relationship Associate Date updated: 08/19/2019 Reports to: Ryan Gomendi – Financial Advisor Summary of responsibilities This position provides client support, assists in the day-to-day operations of the firm, as well as technical support to the advisors, including gathering client data, organizing and maintaining financial documents and using…(Read More)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for July. It was a mixed month. U.S. markets rose and fixed income went up, but emerging markets pulled back. In the U.S., second-quarter growth beat expectations, buoyed by the consumer. People were willing and able to spend, a trend that…(Read More)

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 Gabe Lapito’s first anniversary since joining the board of directors for the Volunteers of America: Northern Rockies.   “I love the heart of this organization,” says Gabe. “Their focus…(Read More)

“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 and Cobra becomes available. We have worked hard to understand the system and are ready with creative solutions to help you find coverage or acquire a needed revenue stream until…(Read More)