Is Hiring a Financial Advisor Worth it? It Depends.
Hiring a financial advisor might be similar to consulting with a lawyer or hiring a personal trainer if we were to compare to other industries. Every lawyer or personal trainer is going to have a different skillset, different education levels, differing experiences as...
7 Healthy Financial Steps for 2022
The New Year is not only a great time for establishing or re-establishing healthy fitness habits, but it’s also a great time to check in on your financial health no matter your age or how much money you make. What actions could you take in 2022 that take you...VIDEO SERIES: Arch Coal Employee Benefits Package + Retirement Considerations
***UPDATE: Pension plan options are changing for you! Contact us and we’ll help you make the most of your options. In this 4 part video series, Certified Financial Planners and Advisors, Ryan and Gabe, cover the components of the Arch Coal Benefits package and...
Gabe Lapito Named to Forbes’ list of Top Next-Gen Wealth Advisors for 2021
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’ list of Top Next-Gen Wealth Advisors for 2021 as one of the country’s...
CFP: Putting Your Interests Frist
Did you know that both Ryan and Gabe are Certified Financial Planners? What many people don’t know is what exactly that means for you, the customer. Most people think all financial planners are “certified,” but this isn’t true. Just about anyone...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.
