News & Announcements

Gabe Lapito Only Advisor in Montana & Wyoming Named One of Forbes’ Top 500 Next Generation Wealth Advisors

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 […]

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Equifax Breach Affects 143 Million Consumers

As part of our ongoing efforts to help keep your personal information as safe as possible, we want to remind you to stay on the lookout for the many security […]

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Save the Date for our Summertime Events

Mark Your Calendars for Our Upcoming Summer Events

Please join us for a short analysis of this year’s market events and to
hear our outlook for the second half of the year. […]

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Forecast Event 2017

 

Gabe Lapito and Ryan Gomendi will discuss how the markets fared in 2016 and the expectations for 2017.

Gillette
Senior Center
Tuesday, February 28

Billings
Northern Hotel
Tuesday, March 7

5:30pm – Registration & Hors d’oeuvres
6:00pm – […]

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We are Pleased to Welcome Ryan to the Team as a New Advisor!

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 […]

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SRP Featured in the Gazette: Succession Success

Source – The Billngs Gazette: http://billingsgazette.com/business/features/succession-success-having-a-detailed-plan-helps-smooth-the-way/article_9fe74880-942e-59e2-a973-b9774d791ba5.html

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 […]

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Lapitos Featured on the Cover of Rimrock Neighbors

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 […]

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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, […]

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Great Forecast Event

Thank you to all of our clients who joined us for our annual Forecast Event.

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Investment News Comes to Billings to Feature SRP

InvestmentNews was just here in Billings to interview Gabe & Leo. Here is their take on their time here!

Source: http://www.investmentnews.com/article/20150223/BLOG03/150229978/getting-decked-out-in-camo-to-help-tell-a-succession-planning-story
Getting decked out in camo to help tell a succession planning […]

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