OUR SERVICES
All financial shapes and sizes are welcome here. No asset minimums. No judgment.
For Individuals
We offer one signature service to our clients:
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Portfolio
Management
Fees are 1% of assets under management.
Ready to Get Started?
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Book a Free Call
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Ready to Get Started? • Book a Free Call •
For Companies
Consulting and Advisory services designed to assist Plan Sponsors and Participants of employer-sponsored qualified retirement plans. These services may be provided on a one-time or ongoing basis. For more information around pricing and services, email advisory@fingyms.com