Insights
Ryan Gomendi Made Partner at Strategic Retirement Plans
Billings, MT. (March 17, 2021) Strategic Retirement Plans, is excited to announce the new ownership/partner status of Ryan Gomendi. Strategic Retirement plans has...
Health Insurance in Retirement
One of the biggest questions we get from our clients in retirement is how do we handle health insurance before turning 65? How do you afford it and who do you buy it from? Learn...
Veteran Highlight – Don and Sandie Haney
It's our honor to serve those who have served. Don and Sandie Haney have been our clients for over 15 years, and they are like family to us. Similar to many of our clients, they...
Gabe Lapito Honored Forbes’ Best-In-State Wealth Advisors for the Fifth Consecutive Year
Billings, MT. (February 11, 2021) Strategic Retirement Plans, a holistic financial planning firm, today announces that its Owner/Financial Advisor Gabe E. Lapito,...
What are the factors that affect my pension?
Do you have a plan for your pension? At SRP, we work with each individual to figure out the best plan when it comes to your pension. There are many factors that can affect this...
The Democrats won the House, the Senate, and the Presidency…
The Democrats won the House, the Senate, and the Presidency... What does that mean for your portfolio and markets headed into 2021? Dive in with Financial Advisors, Gabe Lapito...
Veteran Story: Baerbel and Larry Merrill
Larry & Baerbel We are continuing our journey to tell a client veteran highlight each month to honor our many veteran clients. This week we are happy to share a little...
Video: What is the appropriate withdrawal rate?
So you work really hard saving money in investment accounts and retirement accounts, and then you come to retire, how much can you take from your portfolio each month? What is...
Video: What Do I Need for an Estate Plan?
How to build a foundation for your estate and plan for the future. Ryan and Gabe face hard topics and offer great advice on setting up an estate plan....
Video: Can My Portfolio Survive This Time of Uncertainty?
Tariff wars with China, COVID 19, elections… What does this mean for my retirement portfolio? Tune into find out from Gabe and Ryan. https://youtu.be/1_Nzey02LYE
Video: The Upcoming Election and Retirement Portfolios
How will this election affect my retirement portfolio? What happens if Joe Biden gets elected? What if Donald Trump stays in office? Tune in for insights from Financial Advisors...
Living Generously: Mackenzie Chooses Family Service
Continuing our 25th year of Living Generously, it’s Mackenzie Palmer's turn to choose a nonprofit to give to this quarter. She’s chosen to donate $250 from SRP to Family Service,...
July 2020 Market Update from Commonwealth
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for June. It was a great month for the markets. In part, markets were reacting to progress on the viral...
Q&A: Understanding the New CARES Act
Presented by Gabe Lapito and Ryan Gomendi On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law. The CARES Act...
COVID-19 Update
Hi SRP Clients, Our team wants to make sure in this season we have pro-active communication to each of you as we steward your hard-earned resources. We (Gabe and Ryan) want...
Is the Bear Market Here to Stay?
Presented by Gabe Lapito and Ryan Gomendi With the Dow dropping more than 25 percent from its highs and the S&P 500 following suit, we have finally seen the end of the bull...
Market Update for the Month Ending February 29, 2020
A turbulent February for markets February was a tough month for markets, ending in a terrible final week—the worst week for U.S. equity market returns since 2008. Investors were...
Living Generously: Ryan Gomendi + IDEA
At Strategic Retirement Plans, Living Generously is one of our highest values. To celebrate the first quarter of SRP’s 25th year of business, Ryan Gomendi has chosen to make a...
SRP Celebrates 25 Years of Business!
This year we have the joy of celebrating our 25th year of business! “It’s been an honor to serve our clients for so many years,” says Gabe. “Looking back, we’re...
Gabe Honored in Forbes’ Best-in-State Wealth Advisors List for Fourth Consecutive Year
Strategic Retirement Plans, a holistic financial planning firm, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to...
50 Years of Financial Planning
One of the biggest changes to shake the world of finance has been the rise of CERTIFIED FINANCIAL PLANNER® professional fifty years ago this year. The now-trusted CFP®...
Welcome to the team Mackenzie
We are thrilled to introduce you today to the newest addition to the SRP team! Mackenzie Palmer has just joined SRP in September as a Client Relationship...
Hope Lich Sworn in as a CASA for Children of Yellowstone County
Some needs happen far away, but others are happening right next door. Hope Lich, our star Client Relationship Associate, has just finished her training to become a Court...
Gabe Lapito of Strategic Retirement Plans Honored in Forbes’ Best-in-State Next-Gen Wealth Advisors List
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...
Living Generously: Helen Teneke and the Day of Three Kings
On Isla Mujeres, Mexico, there is a very special celebration that takes place on January 6th – exactly twelve days after Christmas. Día de los Reyes, or Three Kings Day, is a...
Gabe Joins Board of Volunteers of America: Northern Rockies
Part of what we stand for at SRP is Living Generously, not just with our wallets but with our time and energy. This year marks Gabe Lapito's first anniversary since joining the...
Health Insurance in Retirement: What do I Need to Know?
"Health insurance in retirement continues to be one of the primary questions and concerns we hear about in retirement planning, especially when retiring before 65 and Cobra...
Devising a Data Breach Game Plan
Presented by Gabe Lapito and Ryan Gomendi As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many of us, this...
Ryan Gomendi Earns CERTIFIED FINANCIAL PLANNER™ Certification
Ryan Gomendi, Masters of Accountancy (MACC), Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™ with Strategic Retirement Plans, has successfully earned the...
Making A Generational Impact
What is the greatest impact we can make in our lives? Is it what we do in our work, or maybe with our generosity? What about life changing help for a stranger? All of those are...