Create Financial Flow, Own Your Time

Empowering you to take control of your financial destiny.

Financial Planning Expert

Empowering Freedom, Confidence, and Legacy

I'm a financial professional committed to integrity, clarity, and results. I help individuals and families take control of their money to build wealth, feel confident in their future, and leave an everlasting legacy.

My mission is clear:

Educate

Educate you on options that banks and brokers won't talk about.

Empower

Empower you to protect and grow your income.

Equip

Equip you to create generational wealth with confidence.

I believe finances don't have to be confusing, and you shouldn't have to figure it all out alone. I take time to understand what matters most to you and build a personalized strategy around your goals.

Who Am I

Your Financial Freedom Partner

I'm a financial educator on a mission to help families achieve financial freedom. I specialize in life insurance with living benefits, retirement planning, and debt elimination strategies.

Everyone deserves access to the tools and knowledge to build generational wealth, without confusion or overwhelm.

My goal is simple: to help you protect your future, grow your money, and live on your terms.

Financial advisor helping clients
Services

Financial Services

Comprehensive solutions tailored to your unique needs and goals

Professional Careers

  • Opportunities for individuals to start their own business with your guidance.
  • Benefits of partnering with HGI.

Estate Planning

  • Strategies to plan for legacy and family care.
  • Importance of wills, trusts, and asset distribution.

Retirement Planning

  • Personalized strategies to secure a financial future post-retirement.
  • Investment options and savings plans.

High Net Worth Individual (HNWI) Estate Planning

  • Advanced strategies for wealth preservation and tax minimization.
  • Use of Irrevocable Life Insurance Trusts (ILITs) and other tools.

Life Insurance

  • Various life insurance products to protect loved ones.
  • Tailored solutions based on individual needs.
Get Started

Let's Connect

Take the first step toward financial confidence

Schedule a Free Consultation

I offer a complimentary initial consultation to discuss your financial situation and how I might be able to help you achieve your goals.

Contact Information

srikant@srikantvoruganti.com

(408) 598-7405

Dublin, California, USA

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Ready to Create Financial Flow and Own Your Time?

Let's work together to create a personalized strategy that helps you build wealth, protect what matters most, and leave a lasting legacy.