Veteran Highlight – Mark Graham
Another Veteran highlight from one of our awesome clients Mark Graham. We are continually amazed by the service and dedication of our veteran clients and love sharing their stories. Mark is originally from Billings, MT – Mark Graham served in the Military for 47...
Ryan Gomendi Made Partner at Strategic Retirement Plans
Billings, MT. (March 17, 2021) Strategic Retirement Plans, is excited to announce the new ownership/partner status of Ryan Gomendi. Strategic Retirement plans has been serving the Gillette, WY and Billings, MT area for over 20 years. As a holistic...
Veteran Highlight – Don and Sandie Haney
It’s our honor to serve those who have served. Don and Sandie Haney have been our clients for over 15 years, and they are like family to us. Similar to many of our clients, they are both veterans, and here’s a bit of their story. How They Met Don joined...
Gabe Lapito Honored Forbes’ Best-In-State Wealth Advisors for the Fifth Consecutive Year
Billings, MT. (February 11, 2021) Strategic Retirement Plans, a holistic financial planning firm, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for...
2020 Market Summary – 4th Quarter
Market Update for the Quarter Ending December 31, 2020 Presented by Commonwealth Strong December caps off solid year for markets Markets continued to rally in December. The Nasdaq Composite led the way with a 5.71 percent gain for the month. The S&P 500 gained...Ready to Get Acquainted?
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