Tyler Bannister is a wealth advisor with SRG Financial in Columbia and Lee’s Summit, Missouri. He empowers individuals and families across all life stages, with a focus on pre-retirees and retirees. He crafts personalized financial plans encompassing income planning, wealth protection, asset growth, tax efficiency, and legacy planning. His goal is to help you create and implement a personalized comprehensive financial plan based on your individual situation to help you succeed financially.
Beyond his work, Tyler prioritizes time with his family, volunteers his financial expertise with multiple non-profits, and actively participates in his church. A martial arts practitioner and language enthusiast, he loves other cultures and is fluent in Spanish.
SRG Financial Advisors specializes in crafting personalized financial plans for successful individuals including families nearing retirement, business owners, and top professionals seeking work-optional lifestyles. They go beyond understanding your needs—they understand your financial aspirations.
Their unique approach, The Mile Marker FORMula, integrates risk and debt management, tax planning, and philanthropy into your financial roadmap. Think of it as a personalized puzzle—each piece greatly matters, but adapts as your life changes. The FORMula proactively monitors your life milestones and financial events, ensuring your plan stays on course.
Collaboration is paramount at SRG. They partner with trusted advisors—CPAs, lawyers, brokers, bankers, realtors, and business specialists—because a complete financial plan considers taxes, risk, legal matters, and your legacy. This collaborative approach empowers you to strive for full financial independence.
Wealth Advisor
Tyler Bannister is an investment advisor representative of, and advisory services are offered through USA Financial Securities Corp., A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. SRG Financial Advisors is not affiliated with USA Financial Securities Corp.
