SRG Financial Advisors

SRG Financial Advisors SRG Financial Advisors is a Financial Planner for successful families and professionals. 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 axe 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 advisor. Our goal is to provide the best un-biased financial planning resources and products. In our opinion, Bill's broker dealer, USA Financial Securities, is one of the premier national companies providing quality products and services for independent financial advisors. All of that gives us the ability to give real-world solutions to issues that can greatly improve your retirement years. We also strive to make all of our clients feel like part of the SRG Financial Advisors family. What affects you affects us. We know that financial information is not something that is shared with just anyone, and we take your privacy very seriously.

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.
10/10/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/09/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
10/08/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

What steps might help you sustain and grow your retirement savings? This piece explores them.
10/07/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/06/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
10/05/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Here are eight mistakes to avoid when.
10/04/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
10/03/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/02/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Address

1055 Ozark Care Drive
Osage Beach, MO
65065

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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