Strategic Retirement Plans

Strategic Retirement Plans Financial firm specializing in creating streams of income for retirees. http://www.commonwealth.com/termsofuse.html

This communication is strictly intended for individuals residing in the United States, Advisory services offered by Commonwealth Financial Network, a registered Investment Adviser. We are a full-service financial planning firm, specializing in creating streams of income for retirees.

We are thrilled to share that we have joined Merit Financial Advisors! Please follow our new pages to stay up to date wi...
04/24/2026

We are thrilled to share that we have joined Merit Financial Advisors! Please follow our new pages to stay up to date with our team and important market updates. We look forward to connecting with you on our new pages!

Merit Financial Advisors exists to enrich the lives of those we serve.

Learn more about our partnership with Merit: https://meritfinancialadvisors.com/strategic-retirement-plans/

03/23/2026

Thoughts on the current market volatility, ten year treasury, and more from Gabe for this week's weekly market update!

Swipe to see the question we always recommend asking when you’re meeting with a financial advisor for the first time. "F...
03/20/2026

Swipe to see the question we always recommend asking when you’re meeting with a financial advisor for the first time.

"Fiduciary" is more than just a buzzword. It matters.

A fiduciary is legally required to put your best interest first, but not all advisors are. Before trusting someone with your money, make sure their loyalty is to you.

Want to learn more? Schedule a complimentary consultation with Strategic Retirement Plans.

03/18/2026

We spend a lot of time helping families make sure everything comes together in retirement, but one question we hear all the time is:

“What about my kids or grandkids?”

If you’re early in your career, just getting started, or don’t yet have significant investable assets, hiring an advisor may not make sense right now. But that doesn’t mean you shouldn’t have a plan.

That’s why we created a webinar specifically for the next generation, covering what to focus on early in your career, how to build smart habits, and how to lay the groundwork for a strong retirement future.

If this sounds like something you (or your kids or grandkids) could benefit from, click the link below or visit our YouTube channel to watch the full webinar.

The advisors at Strategic Retirement Plans bring expertise in tax, accounting, investing, and financial planning to offe...
03/17/2026

The advisors at Strategic Retirement Plans bring expertise in tax, accounting, investing, and financial planning to offer a holistic retirement planning approach. We help solidify each pillar of your financial plan, going beyond investment advice. But what truly excites us is building client relationships that turn into friendships and witnessing our friends enter their golden years with confidence and security. Being a trusted advisor is a tremendous honor.

Meet the team: https://srpretirement.com/about-us/team/

03/16/2026

Geopolitical events, price of oil, and other news for this week's market update from Ryan!

03/13/2026

If you’re meeting with a financial advisor for the first time, don’t leave without asking this:

“Are you a fiduciary?”

A fiduciary is legally required to act in your best interest, regardless of how they’re compensated or what products are involved. And not all advisors operate under that standard.

Before you trust someone to manage your hard-earned assets, make sure their obligation is to you first.

If you’d like to learn more about what it means to work with a fiduciary, schedule a complimentary consultation with our team at Strategic Retirement Plans.

No matter where you are in your career - fresh out of school, growing in your field, or finally ready to be intentional ...
03/12/2026

No matter where you are in your career - fresh out of school, growing in your field, or finally ready to be intentional about your future - our latest webinar walks through the fundamentals in a clear, practical way:

✔️ Choosing the right accounts (401k, Roth IRA, brokerage, and more)
✔️ Understanding risk and how to invest wisely
✔️ The power of getting started early
✔️ Common pitfalls that can slow your progress
✔️ Planning for more than just income — planning for meaning

Small decisions today can create a massive impact down the road.

Watch the full webinar and take your next step toward a retirement plan built with clarity and confidence: https://www.youtube.com/watch?v=pFFVsn8bU9M

03/09/2026

Some volatility in the market with everything in the middle east, corporate earnings have been looking strong for the SP 500, and more for your weekly Market Update for 3.9.26!

Sarah recently celebrated a birthday! We had to make sure her first birthday as a part of the SRP family was extra speci...
03/05/2026

Sarah recently celebrated a birthday! We had to make sure her first birthday as a part of the SRP family was extra special. Please join us in wishing her a wonderful year! 🎉

Kaelen and his family recently took updated family photos!Left to right: Finn, Logan, Kaelen, Victoria, Diana, Vic
03/04/2026

Kaelen and his family recently took updated family photos!

Left to right: Finn, Logan, Kaelen, Victoria, Diana, Vic

This month, we recommend that you explore loans, grants, and other sources of financial aid. There are many ways to fina...
03/03/2026

This month, we recommend that you explore loans, grants, and other sources of financial aid. There are many ways to finance college and postgraduate education expenses. If you have a college-bound child, it’s wise to get an early start researching the options available to you. The government-sponsored website https://studentaid.gov is a great place to begin.

Want more helpful monthly financial tips? Access our FREE Financial Checklist by visiting srpretirement.com/a-financial-checklist-you-can-handle

Address

12 Avanta Way, Suite 1
Billings, MT
59102

Opening Hours

Monday 8am - 12pm
1pm - 4pm
Tuesday 8am - 12pm
1pm - 4pm
Wednesday 8am - 12pm
1pm - 4pm
Thursday 8am - 12pm
1pm - 4pm
Friday 8am - 2pm

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