The Lake Area Chamber recently held a ribbon cutting for SRG Financial Advisors at their location at 3738 Osage Beach Pkwy Ste 202 in Osage Beach. The ribbon cutting took place on December 1 at 2 pm. Attendees included owner Bill LaCasse, several SRG Financial Advisors employees, as well as several Lake Area Chamber staff, board members, and volunteers. The ribbon cutting celebrated their new membership with the Lake Area Chamber of Commerce.
SRG Financial is an independent financial firm that follows a simple motto: Plan First, Invest Second®. They are dedicated to helping people who are retired or about to retire to understand and prepare for the complicated issue of retirement through what they call: “a very unique window to the world.”
SRG Financial approaches retirement planning from the idea of using a fun and informative conversation about your life, hopes, and dreams to determine where you are at now in your financial life, and where you need to be in the years that follow.
With nearly 30 years of experience and two offices in Missouri – Osage Beach and Columbia – SRG Financial has helped hundreds of clients become more confident about their finances. In 2017, owner Bill LaCasse’s knowledge and experience was featured as a contributing author in the book You're in Control: Planning the Most Important Retirement in the World ̶ Yours.
Bill LaCasse and Tyler Bannister are investment advisor representatives of, and advisory services are offered through, USA Financial Securities Corp., a Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Bill LaCasse is also a registered representative of USA Financial Securities, Member FINRA/SIPC. SRG Financial Advisors is not affiliated with USA Financial Securities.
For more information, call (573) 302-7212, or visit their website at www.srgfinancialadvisors.com.