Client Experience Coordinator
Location: Strategic Retirement PlansHours: 40 hours per week Position Overview We are seeking a highly organized, personable, and tech-savvy individual to join our team as a First Impressions & Operations Liaison. This full-time role serves as a...
Market Update for the Quarter Ending June 30, 2025
Presented by SRP Retirement Markets wrapped up June on a strong note, extending the rally that began in late spring. Investor sentiment was buoyed by robust corporate earnings, easing trade tensions, and encouraging economic data. Despite lingering geopolitical risks,...
Market Update—Month Ending May 31, 2025
Markets found their footing in May, delivering strong gains across major indices amid a calmer policy backdrop and encouraging economic data. Investor sentiment improved as trade tensions eased and corporate earnings came in well above expectations, helping to offset...
Gabe Lapito, of Strategic Retirement Plans, Honored in 2025 Forbes’ Best In-StateWealth Advisors, Ranking #5 in Montana Financial Advisors List
Billings, MT (4/8/2025) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY announced that Gabe Lapito has been named to Forbes Best In-State Wealth Advisors for 2025. This is the 9th consecutive year to receive this honor....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.
