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Financial Planning

Start pursuing a work-optional lifestyle so you can focus on what's important.

Family: <br/>Your Number One

Family:
Your Number One

Whether it is getting the last child through college or recognizing that you’ve “arrived” and need to discuss family legacy and succession, family is always the driving force and #1 on the why list on your financial journey.

Occupation: <br/>Your Work - Your Choice

Occupation:
Your Work - Your Choice

Some of our clients have their retirement date written on the calendar and all efforts are working towards that goal. Some clients are already retired, so preserving lifestyle and mitigating risk are paramount. Still other clients tell us they’re not interested in retiring from their “purpose in life” and so strive to achieve a “work optional lifestyle." Whatever your choice, we never lose sight of getting you there. This is #2 on your why list.

Recreation: <br/>Your Bucket List

Recreation:
Your Bucket List

When all things and all people have been taken care of and your journey has been successful, we talk about you bucket list: The things you’ve been putting off until now. This is #3 on your why list! It’s time to enjoy the spoils of a journey and life well lived.

Money: <br/>How We Get There

Money:
How We Get There

Money is certainly what we do at our firm and we take it very seriously. We are deeply committed to our clients around all things financial. What we understand and communicate to our clients is that money is never more than the vehicle or the how. 

We want to focus on the why above the how because that’s what matters most in your individual journey to financial independence.

Start Your Journey Today

Start Your Journey Today

Our team is excited to serve you as you start or continue your journey. Our first conversation is to familiarize you with our proprietary process, The Mile Marker FORMula, where the important pieces of your individual journey live. As your life unfolds and your needs evolve, it is our Process that ensures the pieces of your puzzle remain in place and relevant.

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Frequently Asked Questions

  • Financial planning at SRG Financial Advisors is built through our proprietary process, The Mile Marker FORMula™. Organized around a client’s three "whys" — Family, Occupation, and Recreation – and supported by their “how,” Money, The Mile Marker FORMula™ is designed to help clients pursue a work-optional lifestyle so they can focus on what's important.

  • The Family “why” of The Mile Marker FORMula™ addresses goals such as getting the last child through college or planning family legacy and succession — family is the driving force and the number one "why" on most clients' financial journey.

  • The Occupation “why” of The Mile Marker FORMula™ centers on a client's choice around work — whether that's a set retirement date, an already-retired client focused on preserving lifestyle and mitigating risk, or a client pursuing a work-optional lifestyle rather than full retirement.

  • The Recreation “why” of The Mile Marker FORMula™ covers a client's bucket list — the things they've been putting off — once family and work goals are taken care of and the financial journey has been successful.

  • The Money “how” of The Mile Marker FORMula™ is how SRG Financial Advisors helps clients get where they want to go financially, treating money as the vehicle for reaching family, occupation, and recreation goals rather than the goal itself.

  • SRG Financial Advisors focuses on the why above the how because it says that's what matters most in a client's individual journey to financial independence — money is treated as the vehicle, not the destination.

  • The first conversation with SRG Financial Advisors is designed to familiarize clients with our proprietary process, The Mile Marker FORMula™, where the important pieces of their individual financial journey live.

  • SRG Financial Advisors describes a work-optional lifestyle as a goal for clients who aren't interested in retiring from their sense of purpose in life, but instead want work to become a choice rather than a financial necessity.