Value-Added Services

Value-Added Services is a differentiating pillar in The Mile Marker FORMula™. When you join the SRG Financial Advisors family, we want to offer you unique additional services beyond continually delivering value in our core pillars. Here are a few examples.

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Educational Events

Financial literacy is incredibly important for our clients and community. We offer seminars and webinars on topics like Social Security, Retirement Income, Medicare, and general Financial Planning.

Sounding Board Process

As part of The Mile Marker FORMula™, we make ourselves available to serve as a sounding board for our clients’ friends and family. When you’re a client, if there are people in your life who are important to you, know that they are important to us. If they are feeling apprehensive about the financial future, we are happy to sit down and share our process and help them as best we can. There is no obligation for them to work with us afterward – we just want to be a resource to them on behalf of our clients.

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Digital Solutions

At SRG Financial Advisors, we provide our clients with digital solutions to help keep their financial and personal lives organized. From their digital financial organizer, which includes links to their accounts, and options to manage their non-financial digital documents in private folders, to digital client data and document management, and digital virtual assistants.

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Frequently Asked Questions

Value-Added Services are a differentiating pillar of The Mile Marker FORMula™ at SRG Financial Advisors, offering clients unique additional services beyond the firm's core planning pillars, including educational events, a sounding board process for clients' friends and family, and digital solutions.
Yes. SRG Financial Advisors offers seminars and webinars on topics such as Social Security, Retirement Income, Medicare, and general Financial Planning, since it believes financial literacy is incredibly important for its clients and community.
The Sounding Board Process is SRG Financial Advisors making itself available as a resource for its clients' friends and family, sitting down to share its planning process and offering help to anyone feeling apprehensive about their financial future.
Yes. Through the Sounding Board Process, SRG Financial Advisors will meet with a client's friends and family as a resource, with no obligation for them to become clients afterward.
No. There is no obligation to continue working with SRG Financial Advisors afterward — the Sounding Board Process is offered as a resource for its clients.
SRG Financial Advisors offers clients a digital financial organizer with links to their accounts and private folders for non-financial digital documents, along with digital client data and document management, and digital virtual assistants.
SRG Financial Advisors' digital financial organizer includes links to a client's accounts and options to manage their non-financial digital documents in private folders.
Value-Added Services are a differentiating pillar of The Mile Marker FORMula™, layered on top of SRG Financial Advisors' core planning pillars to offer clients unique additional support, such as educational events, the Sounding Board Process, and digital solutions.