Grant Huffman is a Wealth Advisor at SRG Financial Advisors in Lee's Summit, helping working professionals and retirees envision and work towards 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 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 (573) 302-7212, email grant@srgfinancialadvisors.com, or schedule a complimentary introductory meeting at our Lee’s Summit Office or Online.
Frequently Asked Questions
Who is Grant Huffman?
Grant Huffman is a Wealth Advisor at SRG Financial Advisors in Lee’s Summit, Missouri. He serves clients in Lee's Summit, the Greater Kansas City metroplex, and across Missouri.
What does Grant Huffman specialize in?
Grant specializes in Social Security and retirement income planning, wealth management, and tax-efficient retirement strategies.
Is Grant Huffman held to the fiduciary standard?
Yes, when working in an advisory capacity, Grant acts as a fiduciary, legally required to put his clients’ financial interests first at all times, acting with loyalty, care, and full transparency. He recommends investments and strategies that benefit his clients, even if it means lower compensation for him.
Who does Grant Huffman work with?
Grant works with pre-retirees and retirees seeking guidance on transitioning from saving for retirement to generating sustainable retirement income, primarily in Lee's Summit, the Greater Kansas City metroplex, and across Missouri.
How can someone work with Grant Huffman?
Call (573) 302-7212, email grant@srgfinancialadvisors.com, or schedule a complimentary introductory meeting at our Lee’s Summit Office or Online.
LinkedIn Profile
https://www.linkedin.com/in/grant-huffman-41341b420/
SEC Investment Adviser Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/8206703