FG Advisory Services with Joy, Kadri & Vinnie
Welcome to another episode of Financially Naked: Stories from The Financial Gym. Today, our hosts, Kadri, Joy, and Vinnie, are here to explain FG Advisory Services and discuss how it aims to revolutionize financial advising.
Over the past decade, Financial Trainers at The Financial Gym encountered a common frustration: the lack of accessible and personalized financial advising services. Many clients struggled to find suitable financial advisors or robo-advisors, leading to a gap in their financial planning journey. In the past, we could only take them so far, but that's all changed!
Determined to address this issue head-on, FG Advisory Services is here to provide investment guidance and support to clients of all backgrounds and financial goals.
Podcast Notes
FG Advisory Services is designed for a range of clients, including current Financial Gym members and individuals looking for personalized investment guidance.
Unlike traditional financial advisors, FG Advisory Services has no asset minimums, making its services accessible to all. This is one of the biggest things that sets us apart.
Ideal candidates for FG Advisory Services include those with a solid financial foundation and a commitment to long-term wealth-building. If you're not quite there, you can use Financial Gym coaching to establish strong financial footing before exploring investment opportunities.
The Transition Process & Human Touch
Transitioning to FG Advisory is a straightforward process. Once on board, clients work closely with an advisor to set up accounts, initiate fund transfers, and streamline the transition.
While some tasks require client involvement, such as making calls or signing documents, FG Advisory strives to minimize inconvenience and ensure a smooth transition.
FG Advisory is focused on holistic financial planning through personalized service and radical transparency, which sets It apart from robo-advisors.
Our research found that FG Advisory offers higher returns on investment than robo-advisors. With robo-advisors, portfolios are generic and less personalized.
The Fees and Costs
There are people in the personal finance space who preach aggressively that you shouldn't pay a fee to have your assets managed. The industry as it stands deserves that reputation. Many advisors have not earned their 1% assets under management fee.
While fee-based financial advising may raise concerns for some, FG Advisory Services aims to provide value that justifies the 1% fee.
The 1% fee reflects the comprehensive, personalized service clients receive, including ongoing support, portfolio management, and financial education.
Advisors at FG Advisory Services will not try to sell you products or be incentivized to invest your money in certain funds. All advisors will pay the same fee and invest in the same funds.
Final Thoughts
Investment is just one piece of financial health. We are still committed to the mission of a holistic approach and improving all areas of your finances.
FG Advisory Services represents a shift in financial advising, offering personalized, transparent, and accessible investment options.
Whether you're a seasoned investor or just beginning your wealth-building journey, FG Services is committed to helping you achieve your financial goals with confidence and clarity.
If you want to learn more about FG Advisory Services, email advisory@fingyms.com! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com.
Resources
Meet The Team
Meet Kadri Augustin
Meet Joy Liu
Disclaimer: FG Advisory Services LLC, The Financial Gym LLC is an SEC-registered investment advisor. Additional services may be provided by The Financial Gym Inc. FG Advisory Services and The Financial Gym Inc are separate but affiliated companies. By using this website you accept our terms of use and our privacy policy. FG Advisory services are available only to residents of the United States. Nothing on this website should be considered an offer recommendation solicitation of an offer or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice.
Additionally, the Financial Gym does not provide tax advice and investors are encouraged to consult with their tax advisor. All investing involves risk including the possible loss of money you invest and past performance does not guarantee future performance. Any historical returns expected returns or probability projections are hypothetical in nature and may not reflect actual future performance.
Brokerage services will be provided to the Financial Gym clients through Fidelity Brokerage Services LLC. Fidelity is an SEC-registered broker-dealer and member FINRA SIPC securities in your account protected up to $500,000 for details. Please see www.SIPC.org
Please be advised that the investment advisory services and the securities offered are not FDIC insured, are not bank guaranteed, may lose value, are not deposits are not insured by any federal government agency, are not a condition to any banking services, or activity any investment trade-related or brokerage questions shall be communicated to advisory@fingyms.com