SRG Financial Advisors specializes in meeting the needs of successful families, business owners, and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure their investment legacy.
After years of serving our clients, we have learned many things, and several things have become clear.
Perhaps our most important revelation is that we cannot be all things to all people and deliver the level of service and commitment that our Ideal Clients deserve. So, in addition to having developed and refined our proprietary process, The Mile Marker FORMula, we have become aware of the clients we are most suited to partner with and serve.
As their Financial Advisor, we believe that their goals of achieving financial independence must be at the core of our philosophy and planning strategy. The relationships we are most philosophically aligned with are not defined by money or investments, but rather attitudinal qualities of people most like ourselves.
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