Question 1

What does a financial advisor do?

Accepted Answer

A financial advisor helps you create and execute a comprehensive financial plan tailored to your goals. At SRG Financial Advisors, this includes wealth management, tax planning, retirement strategies, risk management, and legacy planning — all delivered through our proprietary Mile Marker FORMula process.

Question 2

What is a work-optional lifestyle strategy?

Accepted Answer

A work-optional lifestyle strategy is a financial plan designed to give you the freedom to choose whether — and how much — you work, rather than being forced to work out of financial necessity. SRG Financial Advisors specializes in building these strategies for successful families, business owners, and top professionals in Missouri.

Question 3

What is the Mile Marker FORMula?

Accepted Answer

The Mile Marker FORMula is SRG Financial Advisors' proprietary financial planning process. It encompasses over 100 services organized into Seven Pillars of Financial Planning: Wealth Management, Risk Management, Tax Planning, Legacy Planning, Cash Management, Philanthropy, and Value-Added Services. It is designed to guide clients through every predictable financial milestone in their life.

Question 4

Who does SRG Financial Advisors serve?

Accepted Answer

SRG Financial Advisors serves successful families, business owners, and top-of-their-field professionals in the Lake of the Ozarks, Columbia, and Kansas City areas of Missouri. Clients typically have complex financial needs and aspire to a work-optional lifestyle while building a lasting investment legacy.

Question 5

Is SRG Financial Advisors a fiduciary?

Accepted Answer

SRG Financial Advisors operates as an independent, client-focused firm. Advisory services are offered through USA Financial Securities, a registered investment adviser. As an independent firm, SRG Financial Advisors is able to recommend the right products and solutions for each client's unique situation.

Question 6

Where is SRG Financial Advisors located?

Accepted Answer

SRG Financial Advisors' primary office is located at 1055 Ozark Care Drive, Osage Beach, MO 65065, in the Lake of the Ozarks area. The firm also serves clients in Columbia and Kansas City, Missouri. You can reach them at (573) 302-7212.

Question 7

How do I get started with SRG Financial Advisors?

Accepted Answer

Getting started with SRG Financial Advisors involves three steps: Discover (explore your goals and learn about our capabilities), Design (understand your risk tolerance and structure your plan), and Deploy (implement your customized strategy). You can begin by booking a meeting with an advisor at srgfinancialadvisors.com.

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