Billings, MT (4/7/2022) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2022. This is the 6th consecutive year to receive this honor. The list is published on 4/7/2022.
“What an honor to receive this award for 6 years! I’m so proud of our team, thankful for our clients and grateful for the privilege to continue to serve our communities with excellence,” said Gabe Lapito, owner and recipient of the award.
“Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives,” says R.J. Shook, president and founder, SHOOK Research. “They want to add meaning, help them live better lives.” According to Forbes, The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,725 advisors were considered, and 5,000 (15.3 percent of candidates) were recognized.
About Strategic Retirement Plans
Strategic Retirement Plans has been providing individuals and organizations with financial guidance since 1996. Located at 12 Avanta Way, Ste 1 Billings, MT and 405 W. Box Elder Rd, Ste C-9 Gillette WY, Strategic Retirement Plan’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit srpretirement.com. Advisory Services offered through Commonwealth Financial Network, a registered Investment Adviser.
This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Advisory services offered through Commonwealth Financial Network, a Registered Investment Adviser. Asset allocation programs do not assure a profit or protect against loss in declining markets. No program can guarantee that any objective or goal will be achieved.
Forbes’ Best-In-State Wealth Advisors (2022) Disclosure
The 2021 ranking of the Forbes’ Best-in-State Wealth Advisors* list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,725 advisors were considered, and 5,000 (15.3 percent of candidates) were recognized. The full methodology** that Forbes developed in partnership with SHOOK Research is available here: https://urldefense.proofpoint.com/v2/url?u=https-3A__www.forbes.com_sites_rjshook_2018_02_15_forbes-2Dbest-2Din-2Dstate-2Dwealth-2Dadvisors-2Dmethodology_-23269b2e0515dd&d=DwIF-g&c=5qaU24Emulp-fzgwXAWUyHfhV6KzVMOip5exfSC7BVM&r=diJLwkLfnTAXhqNqaMUXzd833vIPbv_oy8KWe_SAzBY&m=jQybtv2jvEruh1NxNszQ1BmNJsh3AGQfXbKI_0PSTPo&s=wYvBxOOjMI8AxQ_bnpdXJVrHqQHUZNoTwmEUMO2xgOM&e=
*This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are/will be organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
**Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.