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)
Strategic Retirement Plans, a wealth management firm in Billings, Montana, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ Best-in-State Next-Gen Wealth Advisors list for 2019 as one of the country’s top advisors representing the future of the wealth…(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)
Presented by Gabe Lapito and Ryan Gomendi As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many of us, this situation can feel overwhelming. If businesses can’t protect themselves from cyberattacks, what chance does the average consumer have? Time to plan The bad…(Read More)
Ryan Gomendi, Masters of Accountancy (MACC), Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™ with Strategic Retirement Plans, has successfully earned the Certified Financial Planner Certification CFP®. The CFP® is regarded across the industry as the gold standard in financial planning. Required in attaining a CFP® certification is a six-hour, 170-question exam designed…(Read More)
We are thrilled to introduce you today to the newest addition to the SRP team! Hope Glunt joined our team in November 2018 as a Client Relationship Associate after spending the last 8 1/2 years at a local law firm. Hope started as a receptionist and worked her way up to legal secretary where…(Read More)
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