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FREE Retirement Book

Bill LaCasse is a contributing author in the book: You’re In Control: Planning the Most Important Retirement in the World – Yours

Request your complimentary copy today!

From the Financial Thought-Leaders Series, You’re in Control shares educational and informative insights about how conventional wisdom may be holding you back from achieving the retirement you’ve always wanted for yourself. A collaboration from financial professionals around the country, this book shares with readers the real-life obstacles the authors have helped their clients to overcome. From taxes and investing to insurance and Social Security, this book provides the foundation to help you gain more control over your finances and retire with a greater level of confidence.

 Request your complimentary copy today! Don’t Wait!

Resources

  • FREE Retirement Guide
  • FREE Financial Newsletter
  • FREE Reports
  • FREE Retirement Book
  • Useful Websites
  • Financial Calculators
  • Video Library

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Lake of the Ozarks

3738 Osage Beach Pkwy
Suite 202
Osage Beach, MO 65065
Phone: (573) 302-7212
Toll free: 1 (877) 478-4742
Fax: (573) 302-7402

Columbia

303 N. Stadium Blvd.
2nd Floor
Columbia, MO 65203
Phone: (573) 234-5505

Kansas City

200 NE Missouri Rd.
Suite 200
Lee's Summit, MO 64086
Phone: (816) 282-8652

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info@srgfinancialadvisors.com

Bill Lacasse and Tyler Bannister are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Bill Lacasse is also a registered representative of USA Financial Securities Member FINRA/SIPC. www.finra.org SRG Financial Advisors is not affiliated with USA Financial Securities. 

Bill LaCasse and Tyler Bannister are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Bill: AR;FL;IL;MO;TN;WI). For investment advisory services these states include: (Bill: AR;AZ;FL;IA;IL;KS;MO;NJ;OK;TX;UT;WA;WI) (Tyler: AZ;KS;MO;NJ). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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