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...
Living Generously: Mackenzie Chooses Family Service
Continuing our 25th year of Living Generously, it’s Mackenzie Palmer’s turn to choose a nonprofit to give to this quarter. She’s chosen to donate $250 from SRP to Family Service, an organization that’s been helping needy families in our community for 114 years....
July 2020 Market Update from Commonwealth
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for June. It was a great month for the markets. In part, markets were reacting to progress on the viral front, with drops in the daily case growth rate and increased testing. They were also...
Q&A: Understanding the New CARES Act
Presented by Gabe Lapito and Ryan Gomendi On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law. The CARES Act has been enacted as a direct response to the COVID-19 pandemic and is intended to provide...
COVID-19 Update
Hi SRP Clients, Our team wants to make sure in this season we have pro-active communication to each of you as we steward your hard-earned resources. We (Gabe and Ryan) want to keep in front of you our thoughts and views as the news of COVID-19 continues to...Ready to Get Acquainted?
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