SRG Financial Advisors

At SRG Financial Advisors, we believe that financial freedom is a mental, emotional, and educational process. Our team of experienced professionals has dedicated their lives to helping clients navigate the complex landscape of financial planning, wealth management, and risk management.

Our team is comprised of individuals who are passionate about providing personalized financial solutions that cater to each client's unique needs and goals. We understand that no two clients are alike, which is why we've developed a proprietary process called the Mile Marker FORMula. This process includes over 100 services that we've assembled into our Seven Pillars of Financial Planning: Wealth Management, Risk Management, Tax Planning, Legacy Planning, Cash Management, Philanthropy, and Value-Added Services.

Our team is led by William LaCasse, our Founder and Managing Partner, and Genise LaCasse, our Director of Client Services and Managing Partner. Together, they've created a culture of transparency, trust, and exceptional customer service. Our team also includes experienced professionals like Tyler Bannister, Christopher LaCasse, Dan Garrett, Nick Wages, Cara LeMay, Maria Bannister, and Kiersten Crum, who are dedicated to providing the highest level of service to our clients.

We're not just financial advisors; we're partners in your financial journey. We believe that everyone deserves to have confidence in their financial plan, whether they're planning for retirement, looking to grow their wealth, or simply seeking peace of mind. We're committed to helping you achieve your financial dreams and look forward to working with you.

Our Services

At SRG Financial Advisors, we understand that each client has unique financial needs and goals. That's why we offer a wide range of services designed to meet those needs. Our services include:

• Financial Planning: Our team will work with you to create a personalized financial plan that addresses your specific goals and objectives. Whether you're planning for retirement, saving for a child's education, or simply looking to grow your wealth, we can help you develop a roadmap to achieve your financial dreams.

• Tax Services: Our experienced professionals can help you navigate the complex world of tax planning. From minimizing your tax liability to ensuring compliance with tax laws, we can provide you with the guidance and support you need to manage your taxes effectively.

• Business Valuation Services: If you're considering buying or selling a business, we can help you determine its value. Our team has the expertise and resources needed to provide accurate business valuations, ensuring that you make informed decisions when it comes to your business investments.

• Risk Management: Life is full of uncertainties, and managing risk is an essential part of any financial plan. Our team can help you identify potential risks and develop strategies to mitigate them, giving you peace of mind and confidence in your financial future.

• Legacy Planning: Everyone wants to leave a lasting legacy for their loved ones. Our team can help you create a plan that ensures your wishes are carried out and your family is protected for generations to come.

• Cash Management: Managing your cash flow is critical to achieving your financial goals. Our team can help you develop strategies to optimize your cash flow, ensuring that you have the funds you need when you need them.

• Philanthropy: Giving back to your community or favorite charity can be a rewarding experience. Our team can help you develop a philanthropic strategy that aligns with your values and financial goals, ensuring that your generosity has the greatest impact possible.

• Value-Added Services: In addition to our core services, we also offer a range of value-added services designed to enhance your overall financial well-being. These services include investment management, retirement planning, estate planning, and more.

Meet Our Team

At SRG Financial Advisors, we believe that our team is our greatest asset. Each member of our team brings their unique skills, experience, and passion for helping others achieve their financial goals. To learn more about our team members, visit our Meet Our Team page.

Why Choose Us?

At SRG Financial Advisors, we're committed to providing exceptional service and personalized financial solutions to our clients. Here are just a few reasons why you should choose us:

• Independent: We're an independent firm, which means we're not tied to any particular financial institution or product. This allows us to provide unbiased advice and recommendations that are in your best interests.

• Client-Focused: We believe that every client deserves personalized attention and service. That's why we take the time to understand your unique needs and goals, and develop a plan that's tailored to you.

• Philosophically Enlightened: We believe that financial freedom is a mental, emotional, and educational process. That's why we're dedicated to educating our clients and helping them understand their financial options and opportunities.

• Process-Enabled: Our proprietary Mile Marker FORMula process ensures that we provide consistent, high-quality service to all of our clients. This process allows us to identify potential issues and opportunities, and develop strategies to address them.

• Omnichannel: We believe that our clients should have access to the information and services they need, whenever and wherever they need them. That's why we offer a range of channels for our clients to engage with us, including in-person meetings, online tools, and more.