Grant Huffman is a Wealth Advisor at SRG Financial Advisors in Lee's Summit, helping working professionals and retirees envision and realize their future work-optional lifestyle, designed to allow clients to focus on what brings them purpose and joy. When acting as a fiduciary, he is committed to making planning recommendations in his clients' best interests.
Grant specializes in comprehensive financial planning, retirement income planning, tax-efficient planning and investing, legacy planning, and risk planning and mitigation. He primarily works with working professionals in the Greater Kansas City Area and nationwide who are within 10 to 20 years of retirement. His approach includes a detailed discovery process as the foundation of the relationship, as he believes the only way to invest money properly is to have a deep understanding of the clients’ goals and priorities. He uses SRG’s proprietary process, The Mile Marker FORMula™, to make comprehensive planning decisions with a holistic view of the client's financial and life objectives.
Grant holds his Series 65 and life and health insurance licenses in several states. He earned a B.S. in Accounting at Emporia State University.
A Lee’s Summit native. Grant loves to spend time outside with his fiancée, Sydney, relaxing in nature, playing sports, and reading. Grant is a former college athlete and an all-MIAA closer for Emporia State University, as well as a CrossFit enthusiast.
To work with Grant: Call (888) 883-7335, email grant@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Lee’s Summit Office or Online.
