Gabe Lapito Only Advisor in Montana & Wyoming Named One of Forbes’ Top 500 Next Generation Wealth Advisors
Gabe E. Lapito, MBA, CPA/ PFS,CFP®, AIF, and Owner/Financial Advisor of Strategic Retirement Plans, has been named to Forbes’ Top 500 Next Generation Wealth Advisors list. The inaugural list, published on Forbes.com, recognizes wealth advisors born in or after 1980....
Medicare Basics You Need To Know
The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with the knowledge you need to make better decisions—and avoid costly penalties. Here, we...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
