Ryan Gomendi, Masters of Accountancy (MACC), Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™ with Strategic Retirement Plans, has successfully earned the Certified Financial Planner Certification CFP®. The CFP® is regarded across the industry as the gold standard in financial planning. Required in attaining a CFP® certification is a six-hour, 170-question exam designed…(Read More)
We are thrilled to introduce you today to the newest addition to the SRP team! Hope Glunt joined our team in November 2018 as a Client Relationship Associate after spending the last 8 1/2 years at a local law firm. Hope started as a receptionist and worked her way up to legal secretary where…(Read More)
“What are you going to do when you retire?” We ask people ask that question all the time, but rarely do we hear a defined answer like our friends Darryl and Carol Brown have! They don’t have “one thing”….they have thirty-five! They’ve been kind enough to share their list with us…(Read More)
Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF® , has been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine…(Read More)
Billings, MT —Strategic Retirement Plans in Billings, MT and Gillette, WY, today announces that Gabe E. Lapito, Owner/Financial Advisor,MBA, CPA/PFS,CFP®,AIF®,has been named to Forbes’Top 1000 Next Generation Wealth Advisors list for 2018. The inaugural list was published on Forbes.com. After working with an international audit and accounting…(Read More)
All of our client stories hold a special place in our hearts, but this edition is a little extra special to us. Michelle Olson has been with us since the beginning when our offices opened in 1996 as our first employee. She’s started as an administrative assistant and has served in operations, marketing, human…(Read More)
One of our greatest rewards at SRP is seeing a retirement well lived by one of our clients. While the TV commercials will sometimes tell you a well lived retirement centers around exotic vacations or lavish purchases, for some it is as simple as new-found time with family and friends. That’s exactly the…(Read More)
What does a company owe its clients? Is it simply a transaction or should there be something deeper? Should a company share its core mission, be transparent about its values, and in so doing create expectations that it must live up to? At Strategic Retirement Plans, the answer is a resounding YES! Today we want…(Read More)
Our very own Gabe Lapito took some time to visit with Aaron Flint of “Montana Talks” on a variety of topics. From recent awards to market conditions to why Billings Montana is a great place to be, take a minute to listen to this wide-ranging interview. Thanks to “Montana Talks” for letting us spend…(Read More)
Here at Strategic Retirement Plans, we have the pleasure to work with wonderful people doing great things at the company and in the community. We believe that building a culture that emphasizes a “people first” attitude will result not only in great personal relationships, but also great business relationships. Ryan Gomendi epitomizes this quality…(Read More)
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