Strategic Retirement Plans
Strategic Retirement Plans Joins Forces with Merit Financial Advisors Effective March 27, 2026.
We are excited to announce the next phase of our firm: the partnership between Strategic Retirement Plans and Merit Financial Advisors. Our same team and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Connect with our Strategic Retirement Plans team below or call us at our Billings office: 406.256.5121, or our Gillette office: 307.682.3735.
About Strategic Retirement Plans
Strategic Retirement Plans (SRP) is a retirement-focused financial planning firm serving individuals and families in Billings, Montana and Gillette, Wyoming. The firm works with clients to develop customized retirement strategies based on their individual goals, financial circumstances, and risk tolerance. Services may include retirement income planning, investment management, Social Security and pension analysis, and broader financial planning considerations. SRP takes a comprehensive approach to evaluating available assets and income sources to help clients make informed financial decisions. All strategies and retirement plans are tailored to the specific needs of each client.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
Our mission is to enrich the lives of those we serve, through building the wealth management firm of the future.
Resources
At Merit, we’re dedicated to helping you grow, protect, and preserve your wealth with confidence. By combining innovation with professional experience, we utilize cutting-edge tools, advanced technology, and secure financial solutions to support your goals. Our website offers a comprehensive suite of resources, from educational articles and financial planning tips to interactive calculators and real-time market updates, designed to empower you with the knowledge you need to make informed decisions about your financial future.
