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CONFIDENCE IN YOUR PLAN

For Your Retirement or Work-Optional Lifestyle

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Our Comprehensive Financial Planning and Wealth Management Process that Lets You Focus on What Matter Most to You

Family

Occupation

Recreation

Client Centered

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:

  • Grow your money without fear?
  • Be confident that your funds will be there when you need them?
  • Know where to start and how to proceed?
  • Eliminate 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 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

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

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The Mile Maker FORMula

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.
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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 or will likely experience and how to plan for them.

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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

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Want to learn more?

Download our Retirement Survival Guide

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