SRP News
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, an organization that’s been helping needy families in our community for 114 years. ...
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 front, with drops in the daily case growth rate and increased testing. They were also...
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-19 pandemic and is intended to provide...
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 our thoughts and views as the news of COVID-19 continues to...
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 ourselves officially in a bear market, with all that implies. Stock...
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 are to steward the retirement dreams and goals of our...
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 Retirement Plans—traces its...
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 banking world. As a banker,...
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 board of directors for the Volunteers of America: Northern Rockies. "I love the...
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...