William LaCasse, ChFC®
Founder, CEO and Managing Partner
William J. “Bill” LaCasse, ChFC®, is Founder and CEO of SRG Financial Advisors in Osage Beach, Missouri, where he leads a team dedicated to life-centered financial planning for successful families and professionals. Since 1990, Bill has helped clients in multiple states design coordinated retirement income and tax-efficient strategies that align their investments, risk management, legacy planning, cash flow, and charitable giving.
As CEO, Bill leads the development and implementation of the firm-wide strategy for growth, team development, and operations execution, while ensuring a strong, client-first approach. He is committed to empowering team members through strategic planning, education, mentorship, delegation, and effective, efficient processes and technology. Bill is passionate about expanding SRG’s reach and capabilities, refining processes, leveraging technologies, and fostering a culture of excellence that benefits SRG’s clients and team members.
A Chartered Financial Consultant® (ChFC®), Bill holds Series 6, 7, 63, and 65 licenses and is the original creator of The Mile Marker FORMula™, SRG’s proprietary process for organizing a client’s financials around their goals and stages of life to help them pursue their work-optional lifestyle. His guiding philosophy is “Plan First, Invest Second”: clearly define the financial job to be done, then choose the right tool for that job—never a one-size-fits-all product.
Bill works exclusively by introduction from existing clients, focusing on people who say, “I understand pieces of my financial situation, but I have no idea how to coordinate everything—investments, taxes, legacy planning, cash flow, and giving—especially now that I’m not collecting a paycheck.” He uses an educational, collaborative process so clients feel confident in what they own, why they own it, and how each piece supports their retirement lifestyle.
A lifelong Missourian, Bill was born in Columbia, Missouri, and has lived at the Lake of the Ozarks for nearly four decades. He is an avid off-road motorsports enthusiast and a lifelong drummer who has played in bands spanning blues and rock to jazz, funk, R&B, and country. Bill and his wife, Genise, are proud of the business and team they have built together, as well as their growing family of three children and one grandchild.
Frequently Asked Questions
Who is Bill LaCasse?
William J. “Bill” LaCasse, ChFC®, is Founder and CEO of SRG Financial Advisors in Osage Beach, Missouri, where he leads a team dedicated to life-centered financial planning for successful families and professionals. Bill also leads the development and implementation of the firm-wide strategy for growth, team development, and operations execution, while ensuring a strong, client-first approach.
Is Bill LaCasse held to the Fiduciary Standard?
Yes, when acting in an advisory capacity, Bill acts as a fiduciary, legally required to put his clients’ financial interests first, acting with loyalty, care, and full transparency. He recommends investments and strategies that benefit his clients, even if it means lower compensation for him.
How long has Bill LaCasse been a wealth advisor?
Bill LaCasse has been a wealth advisor since 1990.
Who does Bill LaCasse work with?
Bill works exclusively by introduction from existing clients.
What is The Mile Marker FORMula™?
The Mile Marker FORMula™ is SRG Financial Advisors’ proprietary process for organizing a client’s financials around their goals and stages of life to help them pursue their work-optional lifestyle. This process integrates wealth management with risk and debt management, tax planning, and philanthropy. The goal is to understand all the pieces of the client’s financial puzzle and build a plan that meets their specific objectives. Each puzzle and plan is unique. And while many of those pieces are not relevant to their plan today, as their life unfolds and their needs evolve, The Mile Marker FORMula™ is designed to continually monitor their critical life and financial events, adjust their plan, and keep them on track.
What does “Plan First, Invest Second®” mean?
The guiding philosophy of “Plan First, Invest Second®” means the process starts with building the client’s unique financial plan, then clearly defining the financial job to be done by each plan component, and finally choosing the right tool for each job. It’s never a one-size-fits-all solution. "Plan First, Invest Second®" is a registered trademark of USA Financial.
LinkedIn Profile
https://www.linkedin.com/in/bill-lacasse-b94b14178/
FINRA BrokerCheck
https://brokercheck.finra.org/individual/summary/2053942