Welcome to SRG Financial Advisors!
We are Bill and Genise LaCasse, Owners of SRG Financial Advisors. We help people who are retired or about to retire to understand and prepare for the complicated issue of retirement through what we call a "very unique window to the world". With over 22 years of experience, we have had the opportunity over the years to look at several hundreds of peoples finances, and to see what strategies have worked and helped our clients toward achieving their goals, and issues when not addressed in advance that can potentially devastate your retirement and your family.
We refer to ourselves as "builders of financial road maps". You have probably heard the saying "if you don't know where you want to go any road will take you there". We approach retirement planning from the idea of using a fun and informative conversation about your life, hopes and dreams to determine where you are at now in your financial life, and where you need to be in the years that follow. And then use that information to "draw your personal financial road map" that provides your desired level of confidence, with the goal of providing an income and lifestyle that makes for a happy retirement.
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Free Newsletter
Latest News
| Weekly Economic Update - 3.26.12 |
HOUSING MARKET COOLS DOWN IN February
Nationally, home sales took a step back last month. Last week, the National Association of Realtors reported a 0.9% drop in residential resales in February. |
| THE BIG ESTATE PLANNING QUESTION OF 2012 |
Should you exploit the $5.12 million lifetime gift exemption?
An unprecedented gift. In late 2010, Congress gave wealthy taxpayers a remarkable short-term opportunity to shift assets out of their estates tax-free during their lifetimes. |
| WHAT BENEFICIARIES NEED TO KNOW |
What do you do when an account owner passes away? |
