SRG Consulting PLLC - Invidious

SRG Consulting PLLC

Experience true peace of mind with our all-encompassing approach to financial security. We take care of everything—from thoughtful Estate Planning and personalized Health Insurance to dependable Life Insurance, smart corporate strategies, and robust retirement benefits. Our expertise goes even further, offering solutions like Buy-Sell Agreements, powerful Fixed Indexed Annuities (FIAs), effective IRAs, flexible 1035 Exchanges, valuable SPIAs, and trustworthy MYGAs.

Beyond just financial products, we’re here to support your total well-being with expert Health & Wellness guidance. Plus, we provide smart ways to invest in real, tangible assets—helping you protect your wealth from inflation and the unexpected. With our multi-layered strategies, you and your family can enjoy a more secure and confident future.

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1:18

Episode 5 Onshore, Offshore, and Out of Reach The Global Wealth Armor System

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EP3 Restricted Executive IULs

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Episode 4 The Power of the Holding Company Control Without Exposure

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Episode 2 What Is an Executive Bonus Planand Why Use One?

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Episode 3 How to Legally Shift Income Between Entities

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Episode 1 The Real Cost of Losing a Key Employee

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Episode 1 Why Structure Beats Strategy Every Time

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1:13

Series Intro Golden Handcuffs Executive Retention Strategies the Wealthy Use

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1:11

Episode 1 Why Structure Beats Strategy Every Time

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Wealth Architecture Explained

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Episode 5 What Is a DAPT And Should You Have One?

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Series Intro The Entity Advantage How Structure Beats Strategy

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Episode 4 The Power of a Dynasty Trust

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Episode 5 Why Waiting Until 2026 is a 10M Mistake

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Episode 3 Divorce-Proofing Your Legacy

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Episode 4 Dynasty Trusts and ILITs Your Emergency Toolkit

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Episode 2 Revocable vs. Irrevocable What Most Advisors Get Wrong

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Episode 3 Strategies to Beat the 40 Tax Cliff

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Capital Gains Trap

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Episode 1 Your Wealth Is Under Attack

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Episode 2 How to Lock in 13M Exemptions Before Its Too Late

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1:32

Untitled

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1:12

Series Intro Trust Wars How to Protect Your Wealth from Courts, Creditors, and Chaos

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Episode 1 The Estate Tax Sunset is Coming

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1:45

Thank You!

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1:42

My Story

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EP7 Legacy or Liquidity? You Dont Have to Choose

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Intro Video 10-Year Tax Apocalypse How to Prepare

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EP6 Keep the Business, Move the Taxes

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2:10

Are You Interested in Leaving a Legacy?

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0:47

Procrastination Costs You

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1:44

Learning Money Matters When Youre Young

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EP5 What Your CPA Isnt Telling You

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Why Use a LIRP

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Episode 4 Capital Gains Neutralizer How the Wealthy Pay 0 on Business Sales

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EP3 The Letter of Intent Trap

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Episode 2 How to Sell Without the IRS Taking 37

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Episode 1 The 2 Million Mistake

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0:41

Baby Me Was Already Smarter Than Your Financial Advisor

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0:32

Why I Dont Play with Toys I Play with Trusts

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0:31

Wait So Youre Telling Me You Work for Money?

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Episode 5 Lack of Coordinated Advisors

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1:18

Who We Are

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EPISODE 1 Capital Gains on Your Business Sale

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CRT ILIT The Perfect Legacy Pair

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Business Owners Before you sell, exit, or scale WATCH THIS.

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Shared 3 weeks ago

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How to Sell a Business and Pay 0 in Capital Gains

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0:55

Why Protecting Your Business Takes Real Commitment

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Shared 1 month ago

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Business Wealth Preservation Blueprint Explained

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0:59

How I Help Business Owners Build Wealth with Personalized Financial Strategies

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0:59

Personalized Wealth Strategies for Small Businesses

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4:24

My Top Tips for Building a Rock-Solid Financial Plan 💰

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3:55

Why We Do What We Do.

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Smart Money Strategies!

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Shared 2 months ago

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3:24

SRG Consulting PPLC

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0:40

Unlock Your Wealth Stop Overpaying Taxes!

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Shared 3 months ago

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0:59

Life Insurance Your Family's Financial Safety Net!

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Shared 3 months ago

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0:51

Your Legacy Awaits!

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Shared 3 months ago

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4:52

Estate Planning: Why is it important?

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Shared 4 months ago

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Tax Benefits!

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Shared 4 months ago

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