Strategic Retirement Plans (SRP) is a retirement-focused financial planning firm serving individuals and families in Billings, Montana, and Gillette, Wyoming. The firm is joining forces with Merit Financial Advisors, with the partnership effective March 27, 2026. SRP clients can continue working with their existing team while gaining access to expanded support and services.

SRP develops personalized retirement strategies shaped by each client’s goals, financial circumstances, and risk tolerance. Its services may include retirement income planning, investment management, Social Security and pension analysis, and broader financial planning. The firm takes a comprehensive approach to reviewing assets and income sources, tailoring recommendations to individual needs.

Merit Financial Advisors provides holistic financial planning and wealth management for people navigating life transitions and working toward financial goals. Its offerings include wealth management, tax services, insurance, employer retirement solutions, and planning for business owners and succession. Merit also provides educational articles, videos, calculators, questionnaires, and market updates to help people make informed financial decisions. Together, the firms emphasize personalized guidance and long-term financial planning.