Transparent Pricing & Subscription Tiers
Choose the level of strategic support that aligns with your personal wealth or corporate growth objectives.
Portal Access
Basic access for individuals beginning their wealth preservation journey.
- Personal Finance Calculator Suite
- Basic Resource Library Access
- Initial Needs Assessment
- Monthly Newsletter
Executive Advisory
Designed for individuals who need focused, high-level financial guidance without committing to a monthly subscription.
- Personal financial strategy review
- Retirement income planning
- Wealth protection analysis
- Insurance and annuity review
- Rollover and Roth conversion education
- Legacy and family protection planning
- Coordination with attorneys & CPAs
Corporate Strategy
Designed for businesses needing comprehensive planning for succession, key-person risk, and enterprise value protection.
- Business Valuation Calculator
- Buy-Sell Agreement Frameworks
- Key Person & Split Dollar Planning
- Dedicated Strategic Advisor
- Annual Corporate Review
- Executive benefits design
- Corporate tax mitigation coordination
Compare Plans
Detailed feature comparison to help you choose the right tier.
| Features | Portal Access | Executive Advisory | Corporate Strategy |
|---|---|---|---|
| Personal Finance Calculator Suite | |||
| Basic Resource Library Access | |||
| Initial Needs Assessment | |||
| Monthly Newsletter | |||
| Advanced 401(k) Rollover Dashboard | |||
| Roth Conversion Decision Matrix | |||
| Trust Planning Interactive Flow | |||
| Personal financial strategy review | |||
| Retirement income planning | |||
| Wealth protection analysis | |||
| Insurance and annuity review | |||
| Rollover and Roth conversion education | |||
| Legacy and family protection planning | |||
| Coordination with attorneys & CPAs | |||
| Business Valuation Calculator | |||
| Buy-Sell Agreement Frameworks | |||
| Key Person & Split Dollar Planning | |||
| Dedicated Strategic Advisor | |||
| Annual Corporate Review | |||
| Executive benefits design | |||
| Corporate tax mitigation coordination |
Executive Advisory Engagements
Executive Advisory is a flat-fee engagement based on the scope of work being performed by SRG Consulting PLLC. Pricing may vary depending on the complexity of the review, planning needs, strategy design, modeling, documentation, and advisory support required.
Before any work begins, SRG Consulting PLLC will clearly outline the scope of services, applicable fee, and any potential compensation disclosures in writing.
No monthly billing. No long-term subscription. Just focused advisory support based on what you actually need.
Corporate Strategy Engagements
Pricing is customized based on the size of the business, number of partners, complexity of the corporate structure, and the specific continuity strategies required.
Enterprise & Institutional Clients
Require a custom deployment of our calculators, white-labeled portals, or dedicated API access? Let's discuss a tailored enterprise solution.
Pricing Disclaimer
Our pricing may include fees for consulting, strategy design, modeling, and advisory support. These fees are for the time, expertise, and planning work involved, not for the purchase of any specific insurance or financial product.
If an insurance product is recommended or placed, SRG Consulting PLLC may also receive compensation from the insurance carrier. Any applicable fees, commissions, or potential conflicts will be disclosed in writing before work begins.
SRG Consulting PLLC does not provide legal, tax, accounting, ERISA, fiduciary, or investment advice through this website. Advanced strategies, including buy-sell planning, split-dollar arrangements, retirement planning, rollovers, trusts, or corporate planning, should be reviewed with your attorney, CPA, plan administrator, or qualified advisor before action is taken.
Fees, services, and availability may vary by state and are subject to applicable insurance laws and regulations.