Market Update for December 2018
Markets ride a roller coaster
After a tough October, November looked to be more of the same. Indeed, markets dropped further down into correction territory at midmonth. But they rebounded and […]
What To Do With Volatility?
There is no disputing the last few weeks in the markets have been challenging. Everyone is trying to predict how deep the declines will go and memories of 2008 and […]
Are you ready for Medicare?
As people reach their early to mid 60s, there is a common theme when they start think about healthcare: Medicare. While it is a vital aspect of a complete retirement, […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
