Our New Logo and What It Means
Today we are proud to unveil our new logo to our clients! The goal with our new logo is to portray where we are going while holding true to the values that have been our foundation. With the colors, font, and style, we are looking to the future and the growth that has...
Gabe Lapito Only Advisor in Montana & Wyoming Named One of Forbes’ Top 500 Next Generation Wealth Advisors
Gabe E. Lapito, MBA, CPA/ PFS,CFP®, AIF, and Owner/Financial Advisor of Strategic Retirement Plans, has been named to Forbes’ Top 500 Next Generation Wealth Advisors list. The inaugural list, published on Forbes.com, recognizes wealth advisors born in or after 1980....
We are Pleased to Welcome Ryan to the Team as a New Advisor!
We are pleased to welcome Ryan Gomendi to the team as a new advisor. Ryan was born in Billings, Montana but grew up playing basketball, football, and track for Helena High. Ryan pursued his higher education at Rocky Mountain College on a full athletic scholarship in...
SRP Featured in the Gazette: Succession Success
Source – The Billings Gazette Leo Lapito built a successful career in financial services by reminding his clients that careful financial planning is a pathway to a comfortable retirement. As he neared retirement age after some 40 years in the business, Leo made...
The Uber-Dove vs Black Swans Article
You couldn’t have missed it. Only stages full of GOP presidential candidates or the Super Bowl have ever had more media attention. Yes, we are talking about the Federal Reserve’s thundering announcement on Thursday – of nothing. The Fed decided to...Ready to Get Acquainted?
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.
