SRP News
Welcome to the team, Kaelen Shay!
We are excited to announce that we've added a new team member, Kaelen Shay! "We are so excited to add Kaelen to the team! He has outstanding character and we are thrilled to add him alongside us as we serve our amazing client base." Ryan Gomendi A Few Words from...
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 been serving the Gillette, WY and Billings, MT area for over 20 years. As a holistic...
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, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for...
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...