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Strategic Financial Plans Billings MT

InvestmentNews brought a whole film crew to Billings, Montana to do a special on Gabe and Leo this past February. Why? They wanted a case study on successful succession planning, and who better to showcase than Gabe and Leo. InvestmentNews says “For season three, we wanted to take a closer look at succession planning. According…(Read More)

Strategic Financial Plans Billings MT

InvestmentNews was just here in Billings to interview Gabe & Leo. Here is their take on their time here! Source: www.investmentnews.com Getting decked out in camo to help tell a succession planning story Its 8:30 on a Monday morning. I’m decked in head-to-toe camouflage, hiding behind a tree on…(Read More)

United Way Day of Caring 2014

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    Day of Caring 2014 celebrated 22 years with 689 volunteers and 61 projects across Yellowstone County, benefiting 32 non-profits. Each year SRP chooses a local charity to help during the Day of Caring. This year’s recipient was Habitat for Humanity ReStore. For more information about United Way of Yellowstone County visit…(Read More)

Financial Advisor Billings MT

Derek and Lucy (Lapito) Aspinwall are thrilled to welcome another member to the family! Cayla Ann Aspinwall was born at 8:11 am on July 17th and was 8.3lbs and 20.5 inches long.  She has been a delight and her big sisters Adison and Reagan love getting to play babies with a real…(Read More)

Financial Advisor Billings MT

We are thrilled to let you know about the new Investor360°® – giving you a faster, easier, and more intuitive way to view your complete financial picture. A host of new features was added to considerably improve your overall experience. Just log in to Investor360° as you normally would, and you’ll notice the following: It…(Read More)

Financial Advisor Gillette, Wyoming

Gabe Named in 40 Under Forty

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Congratulation Gabe on being included in Billings Gazette’s 40 Under Forty! See the write up featured in the Gazette below. See original article in the Billings Gazette. Some recent and near retirees have managed to squirrel away a nice nest egg and are planning to spend their golden years taking long walks on warm…(Read More)

Financial Advisor Gillette, Wyoming

Forecast 2014 – MAR 3/4

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We will discuss how experts fared with their 2013 predictions, what they are saying about 2014, and how we plan to take advantage of opportunities within the markets. BILLINGS Monday, March 3rd 6:00p.m. Montana State University Billings 2804 3rd Ave. North, Billings GILLETTE Tuesday, March 4th 6:00p.m. Campbell County Senior Center…(Read More)

Retirement Planning Billings MT

Day of Caring 2013 celebrated 21 years with 708 volunteers and 73 projects across Yellowstone County giving an estimated 1,827 hours of service. In one day, 35 nonprofits received a total of $40,460.85 worth of volunteer impact. Each year SRP chooses a local charity to help during the Day of Caring. This…(Read More)

investing in retirement billings mt

Leo Lapito Named One of Barron’s Top 1,000 Advisors Congratulations to Leo Lapito on being named to Barron’s list of America’s Top 1,000 Financial Advisors for the third year in a row. To compile its annual list, Barron’s, a leading financial publication, uses data provided by over 4,000…(Read More)