What does a financial advisor do?

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.

What is a work-optional lifestyle strategy?

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.

What is the Mile Marker FORMula?

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.

Who does SRG Financial Advisors serve?

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.

Is SRG Financial Advisors a fiduciary?

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.

Where is SRG Financial Advisors located?

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.

How do I get started with SRG Financial Advisors?

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.

SRG Financial - Locations - Osage Beach, Columbia, Kansas City

Office Locations

Lake of the Ozarks, MO

SRG Financial Advisors' headquarters is located in Osage Beach at the heart of the Lake of the Ozarks. This is home base for Founder and Managing Partner William LaCasse, ChFC, and the team that created The Mile Marker FORMula — our proprietary financial planning process built specifically for the complex needs of successful families, business owners, and professionals in mid-Missouri.

Whether you're planning for retirement, looking to achieve a work-optional lifestyle, or navigating a major financial milestone, our Lake of the Ozarks advisors bring decades of local experience and a comprehensive, seven-pillar approach to every client relationship.

Services available at this location:
• Financial Planning & Retirement Strategies
• Wealth Management
• Tax-Efficient Planning*
• Business Valuation**
• Risk & Legacy Planning

To schedule a meeting at our Osage Beach office, use the button below or call (888) 883-7335.

1055 Ozark Care Drive
Osage Beach, MO 65065
Phone: (888) 883-7335
Fax: (816) 641-2550

Hours: Mon - Fri, 9am - 4pm

Mailing Address:
P.O. Box 506
Osage Beach, MO 65065

Meet with an Advisor

Columbia, MO

SRG Financial Advisors serves Columbia, Missouri from our office on North Stadium Boulevard. Columbia clients benefit from the same comprehensive Mile Marker FORMula process that has guided families and professionals throughout mid-Missouri toward financial clarity and work-optional freedom.

Columbia is home to a diverse mix of university professionals, healthcare executives, business owners, and established families — all of whom face complex, evolving financial needs. Our Columbia-area advisors understand the local landscape and bring an independent, client-focused approach to every engagement.

Whether you're a University of Missouri faculty member planning for retirement, a healthcare professional building long-term wealth, or a business owner preparing for a transition, SRG Financial Advisors has the depth and process to guide you.

Services available at this location:
• Financial Planning & Retirement Strategies
• Wealth Management
• Tax-Efficient Planning*
• Business Valuation**
• Risk & Legacy Planning

To schedule a meeting at our Columbia office, use the button below or call (888) 883-7335.

303 North Stadium Boulevard, 2nd Floor
Columbia, MO 65203
Phone: (888) 883-7335
Fax: (816) 641-2550

Hours: Mon - Fri, 9am - 4pm

Meet with an Advisor

*The financial advisors at SRG Financial Advisors are not qualified tax advisors or CPAs, and do not provide tax planning advice. Tax planning services are offered through a third-party software called, Holistiplan. Holistiplan takes a cursory inventory of a client's Form 1040 and identifies potential opportunities. The scope of these observations is limited to only the information available on a Form 1040. Please consult a qualified tax advisor or CPA for specific tax planning advice or services.

**The advisors at SRG Financial Advisors are not CPAs or business valuation experts. Resources to aid in obtaining a valuation of your business are provided through an independent entity, BizEquity. BizEquity is not affiliated with SRG Financial Advisors or USA Financial Securities.

Jefferson City, MO

SRG Financial Advisors is available to Jefferson City clients by appointment at our E. McCarty Street location. Jefferson City's government professionals, attorneys, business owners, and established families have access to the same comprehensive financial planning process available across all SRG locations.

Our by-appointment model means you get dedicated, uninterrupted time with your advisor — no walk-ins, no waiting room. Just focused financial planning built around your schedule and your goals.

To schedule a meeting at our Jefferson City office, use the button below or call (888) 883-7335.

101 E. McCarty Street
Jefferson City, MO 65101
Phone: (888) 883-7335
Fax: (816) 641-2550

Hours: By Appointment

Meet with an Advisor

Kansas City, MO

SRG Financial Advisors serves the greater Kansas City metro from our Lee's Summit office on Northeast Missouri Road. Kansas City clients benefit from the full depth of The Mile Marker FORMula — the same proprietary process serving successful families and professionals throughout Missouri.

The Kansas City metro is home to a thriving community of executives, entrepreneurs, healthcare professionals, and high-net-worth families navigating complex financial decisions. Our Kansas City-area advisors bring an independent, comprehensive approach — from wealth accumulation and tax-efficient strategy to retirement income planning and business succession.

Nick Wages, Wealth Advisor, serves the Kansas City market and is available by appointment. Nick specializes in building long-term financial strategies for professionals and families pursuing financial independence.

To schedule a meeting at our Kansas City-area office, use the button below or call (888) 883-7335.

200 Northeast Missouri Road
Suite 200
Lee's Summit, MO 64086
Phone: (888) 883-7335
Fax: (816) 641-2550

Hours: By Appointment

Meet with an Advisor

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!