FINANCIAL POLICY DISCLAIMER
Last Updated: January 1, 2026
The information provided on srgwealthpreservation.com (the “Site”) is for general informational and educational purposes only and is not intended to constitute, and should not be construed as, personalized financial, investment, legal, tax, or accounting advice.
SRG Consulting PLLC (“SRG”) does not provide individualized recommendations through this Site, and nothing contained herein creates a fiduciary, advisory, client, or professional relationship unless expressly agreed to in writing through a separate engagement agreement.
No Investment or Financial Advice
Content on this Site may reference financial strategies, insurance-based solutions, retirement planning concepts, trust structures, or wealth preservation methodologies. Such content is general in nature and does not take into account your individual financial situation, objectives, risk tolerance, or needs.
You should not rely on any information on this Site as a substitute for individualized advice from qualified professionals. Any financial decisions should be made only after consulting with your own licensed financial advisor, attorney, tax professional, and/or accountant.
No Guarantee of Results
Examples, illustrations, projections, or descriptions of strategies are provided for educational purposes only and do not guarantee outcomes, performance, tax treatment, or results of any kind.
Actual results may vary significantly based on individual circumstances, market conditions, regulatory changes, and product-specific terms.
Insurance & Financial Products
Any references to insurance products, annuities, or financial vehicles are subject to:
Carrier underwriting and approval
Policy terms, conditions, limitations, and exclusions
Applicable laws and regulations
SRG does not guarantee availability, pricing, policy performance, dividends, credits, or benefits unless expressly stated in a written contract issued by the product provider.
Trusts, Tax & Legal Structures
References to trusts, estate planning techniques, or tax strategies are conceptual only and are not legal advice. Trust and tax strategies must be implemented by appropriately licensed attorneys and tax professionals.
SRG does not draft legal documents and does not provide legal or tax opinions.
Regulatory & Compliance Notice
SRG Consulting PLLC operates in compliance with applicable federal and state laws; however, laws and regulations are subject to change. Information presented may not reflect the most current legal or regulatory developments.
Limitation of Liability
SRG expressly disclaims liability for any direct, indirect, incidental, consequential, or special damages arising from reliance on information provided on this Site.
Use of this Site is at your own risk.
Acceptance of Disclaimer
By accessing or using this Site, you acknowledge that you have read, understand, and agree to this Financial Policy Disclaimer.
If you do not agree, you should discontinue use of the Site.
Contact Information
SRG Consulting PLLC
📞 623-462-3500
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