Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the Mile Marker FORMula. Our motto here at SRG Financial is simple: Plan First, and Invest SecondTM. We help people who are retired or about to retire to understand and prepare for the complicated issue of retirement through what we call a "very unique window to the world."
With over 40 years of combined experience, we have had the opportunity over the years to look at the finances of several hundred people, and decided what strategies have worked and helped our clients toward achieving their goals, as well as issues when not addressed in advance that can potentially devastate your retirement and your family.
With over 40 years of combined experience, we have had the opportunity over the years to look at the finances of several hundred people, and decided what strategies have worked and helped our clients toward achieving their goals, as well as issues when not addressed in advance that can potentially devastate your retirement and your family.
Services
So many of our clients tell us that they want to be independent. We know exactly how you feel and have worked very hard for our independence. We are an independent firm. What does that mean?
It means we don't have an ax to grind, it means we have access to investment products and insurance companies from all over the nation so we can offer recommendations that are in our clients' best interests, not a one-size-fit-all approach that can sometimes happen with a captive financial advisor.Our goal is to provide the best un-biased financial planning resources and products.
It means we don't have an ax to grind, it means we have access to investment products and insurance companies from all over the nation so we can offer recommendations that are in our clients' best interests, not a one-size-fit-all approach that can sometimes happen with a captive financial advisor.Our goal is to provide the best un-biased financial planning resources and products.
USA Financial is a family of financial companies built to empower investors and financial advisors across the country. An independent firm, USA Financial is composed of FINRA-registered broker-dealer and registered investment advisor, insurance wholesaler, a registered investment advisor and formulaic trending money manager, a UMA/TAMP platform, and technology and marketing firm.
It's what differentiates us from the group down the street. The confidence that our clients place in us is something we take very seriously. We approach retirement planning from the idea of using fun & informative conversations about your life, hopes, and dreams to determine where you are now and where you want to be in the years that follow.
Business owners are faced with a unique set of challenges, regardless of company size. The goal is simple - providing a meaningful benefit package to attract and retain employees, as well as minimizing personal tax burdens on their own income and retirement plans. This requires a keen understanding of the IRS code, in addition to adherence to Department of Labor rules and regulations.
Whether you are close to retirement or currently retired, determining strategies to maximize your assets can be a challenge. Don't be caught off guard. Arm yourself with the RETIREMENT SURVIVAL GUIDE from our company. This COMPLIMENTARY GUIDE will answer some of the most frequently asked questions people have as they move to and into the retirement years.
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