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CONFIDENCE IN YOUR PLAN  

For Your Retirement or Work-Optional Lifestyle    


Meet with an Advisor         


Our Comprehensive Financial Planning and Wealth Management Process That Lets You Focus on What Matters Most to You

Family

Occupation

Recreation

What if you had a way to assemble all the pieces of your complex financial life so you could trust your plan?

A way to:

  • Potentially grow your money while navigating your emotions?
  • Have more confidence that your funds will be there when you need them?
  • Know where to start and how to proceed?
  • Mitigate your confusion, frustrations, and time pressures?
  • Be prepared for critical life and financial events?

Is Your Plan Ready for Life's Mile Markers?

Retirement Travel and Fun Inheritance Vacation Home Family Security Job Loss Empty Nesters New Baby / Grandchild Dream Home Milestone Birthdays Leaving a Legacy Long-Term Care Marriage Divorce Disability Illness Loss of Spouse Education Expenses Sale of Business Sale of Assets Promotion Relocation Starting Social Security Starting Medicare First Job Changing Jobs Death of Parent Starting a Business Caring for Aging Parents Caring for Special Needs Child

You’ve worked hard to build your wealth. You have a right to clarity and insight; to feel confident using it to pursue your dreams.

The SRG Financial Advisors
Difference


Independent

to use the right products and solutions


Client-Focused

to be all things to our ideal clients


Philosophically Enlightened

around all things financial


Process-Enabled

for repeatable quality outcomes


Omnichannel

for the same high-quality experience in-person and online

Meet with an Advisor

The Mile Marker FORMulaTM

Discover

  • Explore What's Important to You.
  • Learn About Our Capabilities and Philosophy.
  • Determine if We are a Fit.

Design

  • Understand Your Risk Tolerance.
  • Determine What Services You Need.
  • Structure Your Plan.

Deploy

  • Implement Your Customized Strategy.
  • Review Regularly.
  • Adjust as Your Life Unfolds.

We know this can be a daunting journey, but you don’t have to take it alone.

The SRG Financial Advisors team has encountered similar challenges and concerns, personally and with many other clients. And while we can’t always predict when they will occur, from our decades of experience, we know the Mile Markers you will likely experience and how to plan for them.

Meet with an Advisor

Meet Our Team

William LaCasse​

William LaCasse​, ChFC

Founder, CEO and Managing Partner, ChFC®, SRG Financial Advisors – Osage Beach, Missouri

Genise​ LaCasse​

Genise​ LaCasse​

Vice President of Client Services and Managing Partner, SRG Financial Advisors – Osage Beach, Missouri

Christopher​ LaCasse​

Christopher​ LaCasse​

President, Operations and Acquisitions / Wealth Advisor, SRG Financial Advisors – Osage Beach, Missouri

Tyler​ Bannister​

Tyler​ Bannister​

President, Client and Advisory Services / Senior Wealth Advisor, SRG Financial Advisors – Columbia & Jefferson City, Missouri

Dan Garrett​

Dan Garrett​

Chief Technology Officer, SRG Financial Advisors – Osage Beach, Missouri

Kiersten Crum

Kiersten Crum

Vice President of Client Acquisitions/Wealth Advisor, SRG Financial Advisors – Osage Beach, Missouri

Nick Wages

Nick Wages

Vice President of Advisor Training/Wealth Advisor, SRG Financial Advisors – Lee’s Summit, Missouri

Cale Bentley

Cale Bentley

Wealth Advisor, SRG Financial Advisors – Osage Beach, Missouri

Grant Huffman

Grant Huffman

Wealth Advisor, SRG Financial Advisors – Lee’s Summit, Missouri

Cara LeMay

Cara LeMay

Director of Client Operations, SRG Financial Advisors – Osage Beach, Missouri

Aleena LaPerriere

Aleena LaPerriere

Client Services Associate, SRG Financial Advisors – Osage Beach, Missouri

“Financial freedom is a mental, emotional, and educational process.”

- Robert Kiyosaki

Our Services

To pursue the unique requirements of each client, The Mile Marker FORMula™, our proprietary process, offers over 100 services organized into our Seven Pillars of Financial Planning.

Ready to begin your journey?

Book an appointment now

Meet with an Advisor

Want to learn more?

Download our Retirement Survival Guide

Download Guide

Frequently Asked Questions (FAQs)

  • SRG Financial Advisors helps clients assemble all the pieces of their complex financial life so they can trust their plan — growing their money while navigating emotions, having confidence their funds will be there when needed, knowing where to start, and being prepared for critical life and financial events.

  • The SRG Financial Advisors Difference is Independent, to use the right products and solutions; Client-Focused, to be all things to our ideal clients; Philosophically Enlightened, around all things financial; Process-Enabled, for repeatable quality outcomes; and Omnichannel, for the same high-quality experience in-person and online.

  • The Mile Marker FORMula™ is SRG Financial Advisors' proprietary process, offering more than 100 services organized into the firm's Seven Pillars of Financial Planning to pursue the unique requirements of each client.

  • The three steps are Discover — exploring what's important to you, learning about SRG's capabilities and philosophy, and determining fit; Design — understanding your risk tolerance, determining what services you need, and structuring your plan; and Deploy — implementing your customized strategy, reviewing regularly, and adjusting as your life unfolds.

  • The Seven Pillars are Wealth Management, Risk Management, Tax Planning, Legacy Planning, Cash Management, Philanthropy, and Value-Added Services.

  • Mile Markers are the significant life and financial events SRG Financial Advisors helps clients plan for — such as retirement, marriage, divorce, job loss, starting Social Security or Medicare, the sale of a business, becoming an empty nester, or caring for aging parents.

  • The SRG Financial Advisors team has encountered similar challenges and concerns personally and with many other clients, and while the timing of these Mile Markers can't always be predicted, decades of experience help the firm anticipate which ones a client will likely face and how to plan for them.

  • You can begin your journey by scheduling a meeting with an advisor, or learn more first by downloading SRG Financial Advisors' Retirement Survival Guide.