SRP News

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 has been enacted as a direct response to the COVID…

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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 to keep in front of you…

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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. And so we find…

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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 continually reminded of how blessed we…

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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® certification earned by both Gabe Lapito and Ryan Gomendi of Strategic…

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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 Associate after spending the last twelve years in the…

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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 Certified Financial Planner Certification CFP®. The CFP® is regarded across the industry as the gold standard in financial…

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Welcome our newest teammate: Hope Glunt

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…

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What’s On Your List?

“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…

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SRP Client Stories: Michelle Olson

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…

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SRP Client Stories: Terry & Jane Wilkerson

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…

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Our Mission, Values, and Promise at SRP

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…

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Advisor Spotlight: Meet Ryan Gomendi

  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…

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Welcome to our new home!

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…

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What Does the Market Decline Mean for You?

  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…

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SRP Client Stories: Dan & Claudette Brouillette

  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…

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Thank You Veterans!

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…

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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…

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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…

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Strategic Financial Plans Billings MT

Watch Investment News Episodes Featuring SRP

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…

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United Way Day of Caring 2014

    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…

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