Ryan Gomendi, Masters of Accountancy (MACC), Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™ with Strategic Retirement Plans, has successfully earned the Certified Financial Planner Certification CFP®. The CFP® is regarded across the industry as the gold standard in financial…
We are thrilled to introduce you today to the newest addition to the SRP team! Hope Glunt joined our team in November 2018 as a Client Relationship Associate after spending the last 8 1/2 years at a local law…
“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…
Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF® , has been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the…
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…
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…
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…
What does a company owe its clients? Is it simply a transaction or should there be something deeper? Should a company share its core mission, be transparent about its values, and in so doing create expectations that it must live…
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…
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…
Gabe E. Lapito, Owner/Financial Advisor of Strategic Retirement Plans, has been named to Forbes’ Best-in-State Wealth Advisors for list 2018. The list was published on Forbes.com and will appear in an upcoming Forbes issue. See the…
We have recently moved into our new office building, but it’s much more than an office to us. It already feels like home! We feel extremely honored to be able to provide this new space for our team and…
Presented by Gabe Lapito and Ryan Gomendi Market drops are scary, especially when they come day after day. The decline on Monday, February 5, was particularly bad. In fact, it has been billed as the largest point drop ever…
We have the distinct privilege of working with some amazing clients. Our team at SRP thoroughly enjoys getting to see how our clients are enjoying their retirement. Since we enjoy these stories so much, we thought you might too…
The holiday season is a busy time for everyone—especially cyber thieves. While shopping online for the best deals, it’s critical to be aware of common scams and risky online behavior that could ruin the holidays. Keep these tips…
Veterans are skilled leaders and problem solvers who have a lot to offer in and out of the service. Got Your 6, a campaign to empower veterans in America, offered some interesting insights about the men and women who have…
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…
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…
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…
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…
If you live out on the West End of Billings, you might have received this magazine in your mailbox. The Lapito family was featured on the cover of the June 2015 edition of Rimrock Neighbors. You can read the full…
InvestmentNews brought a whole film crew to Billings, Montana to do a special on Gabe and Leo this past February. Why? They wanted a case study on successful succession planning, and who better to showcase than Gabe and Leo. InvestmentNews…
InvestmentNews was just here in Billings to interview Gabe & Leo. Here is their take on their time here! Source: www.investmentnews.com Getting decked out in camo to help tell a succession planning story Its 8:30 on a…
Day of Caring 2014 celebrated 22 years with 689 volunteers and 61 projects across Yellowstone County, benefiting 32 non-profits. Each year SRP chooses a local charity to help during the Day of Caring. This year’s recipient…
Here is a helpful link some of you have been asking about! Toss the junk with one click. Sign up, see a list of all your subscription emails. Unsubscribe instantly from whatever you don’t want. UNROLL.ME >>…
Derek and Lucy (Lapito) Aspinwall are thrilled to welcome another member to the family! Cayla Ann Aspinwall was born at 8:11 am on July 17th and was 8.3lbs and 20.5 inches long. She has been a delight…
We are thrilled to let you know about the new Investor360°® – giving you a faster, easier, and more intuitive way to view your complete financial picture. A host of new features was added to considerably improve your overall experience.…
Congratulation Gabe on being included in Billings Gazette’s 40 Under Forty! See the write up featured in the Gazette below. See original article in the Billings Gazette. Some recent and near retirees have managed to squirrel away a nice…
We will discuss how experts fared with their 2013 predictions, what they are saying about 2014, and how we plan to take advantage of opportunities within the markets. BILLINGS Monday, March 3rd 6:00p.m. Montana State University Billings 2804…
Day of Caring 2013 celebrated 21 years with 708 volunteers and 73 projects across Yellowstone County giving an estimated 1,827 hours of service. In one day, 35 nonprofits received a total of $40,460.85 worth of volunteer impact…
Leo Lapito Named One of Barron’s Top 1,000 Advisors Congratulations to Leo Lapito on being named to Barron’s list of America’s Top 1,000 Financial Advisors for the third year in a row. To compile its…