What Makes Us Different
So many of our clients tell us that they want to be Independent. We know exactly how you feel and have worked very hard for our Independence. We are an independent firm. What does that mean? It means we don't have an axe to grind; it also means we have access to investment products and insurance companies from all over the nation so we can offer solutions that are in our clients' best interests, not a one size-fits-all approach that can sometimes happen with a captive advisor. Our goal is to provide the best un-biased financial planning resources and products.
In our opinion, our broker dealer, USA Financial Securities, is one of the premier national companies providing quality products and services for independent financial advisors. All of that gives us the ability to create real-world strategies designed to greatly improve your retirement years. We also strive to make all of our clients feel like part of the SRG Financial Advisors family. What affects you affects us. We know that financial information is not something that is shared with just anyone, and we take your privacy very seriously.