Strategic Retirement Plans Honored in the Top 10 of 2025 Forbes Best In-State Wealth Management Teams
Billings, MT (1/09/2025) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY has been named to Forbes Best In-State Wealth Management Teams in 2025, ranking in the Top 10 of the more than 5,300 teams included. The list was...
Honored in Forbes’ 2024 Best-In-State Wealth Advisor List For The 8th Consecutive Year
Billings, MT (April 3, 2024) – Strategic Retirement Plans in Billings, Montana, announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2024. This is the 8th consecutive year to receive this honor. The list was...
Honored in Forbes’ 2023 Best-In-State Wealth Advisor List For The 7th Consecutive Year
Billings, Montana (April 4, 2023 )—Strategic Retirement Plans has announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2023. This is the 7th consecutive year to receive this honor. The list was published on Forbes.com on...
Our Team Featured in Fortune, Entrepreneur, Bloomberg Businessweek, & Time
We were fortunate to have the opportunity to have an article written about our team and placed in these well known publications: Fortune, Entrepreneur, Bloomberg Businessweek, & Time. We are excited to share our passion for financial stewardship and our services...
Ryan Earns New Kingdom Advisors Certification
We would like to congratulate Ryan on his new Kingdom Advisors Certification! Kingdom Advisors puts an emphasis on “a different perspective” that leads clients towards financial stewardship. Ryan will go more in-depth on what it means to choose a wise...Ready to Get Acquainted?
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