Billings, Montana (February 20, 2019 )—Strategic Retirement Plans, a wealth management firm, in Billings, Montana, 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...
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...
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...
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...
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...
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...
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