News & Announcements

We’re Growing! New Position Open.

Are you our next team member?

Title: Client Relationship Associate
Application Deadline: September 17, 2018
Reports to: Ryan Gomendi – Financial Advisor
Summary of Responsibilities
This position provides client support, assists in the day-to-day operations of […]

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Gabe Lapito of Strategic Retirement Plans Honored in Forbes’ Top 1000 Next Generation Wealth Advisors List

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 […]

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SRP Client Stories: Michelle Olson

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 […]

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SRP Client Stories: Terry & Jane Wilkerson

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 […]

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Our Mission, Values, and Promise at SRP

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, […]

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Listen to Gabe Lapito on “Montana Talks”!

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 […]

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Advisor Spotlight: Meet Ryan Gomendi

 

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 […]

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Gabe Lapito Named to a Second Forbes “Best” List in Six Months

Gabe E. Lapito, Owner/Financial Advisor of Strategic Retirement Plans, has been named to Forbes’ Best-in-State Wealth Advisors for list 2018. The list was published on Forbes.com and will appear in […]

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Welcome to our new home!

We have recently moved into our new office building, but it’s much more than an office to us. It already feels like home! We feel extremely honored to be able […]

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What Does the Market Decline Mean for You?

 

Presented by Gabe Lapito and Ryan Gomendi

Market drops are scary, especially when they come day after day. The decline on Monday, February 5, was particularly bad. In fact, it has […]

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