Welcome to the SRG Financial Advisors official site! Our motto here at SRG Financial is simple: Plan First, and Invest SecondTM. 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 40 years of combined experience, we have had the opportunity over the years to look at the finances of several hundred people, and decided what strategies have worked and helped our clients toward achieving their goals, as well as issues when not addressed in advance that can potentially devastate your retirement and your family.
Here at SRG Financial, 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. Then, we 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.