SRP News

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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Financial Advisor Billings MT

Have You Seen the New Investor 360°®?

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.…

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Financial Advisor Gillette, Wyoming

Gabe Named in 40 Under Forty

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…

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Financial Advisor Gillette, Wyoming

Forecast 2014 – MAR 3/4

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…

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Retirement Planning Billings MT

SRP does United Way Day of Caring

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…

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investing in retirement billings mt

Barron’s Top 1,000 Advisors

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…

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