“What are you going to do when you retire?” We ask people ask that question all the time, but rarely do we hear a defined answer like our friends Darryl and Carol Brown have! They don’t have “one thing”….they have thirty-five! They’ve been kind enough to share their...
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...
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.