Sign up for a free investment portfolio review
— yes, with a real human who can help you understand your investments!
In 30 minutes, one of our Financial Advisors will:
✓ Review your investment portfolio
✓ Answer your questions about how your money is invested
✓ Explain terminology and account details you don’t understand so you know how to read your statements
✓ Offer a comparison to our portfolio offerings
*Please Note: We are not able to give specific investment advice or recommendations to anyone who is not a client of FG Advisory. The purpose of this call is to review your portfolio and help you better understand how your money is currently invested so you can determine if your portfolio is appropriate for your goals.
If you want to learn more about FG Advisory, click here to learn more about the services or you can ask our Financial Advisors any questions at the end of your call.
Book your free portfolio review:
Fill out your information and click “book your call” to be redirected to our calendar to schedule your review.
(“Financial Gym”) refers to The Financial Gym, Inc. and its wholly-owned, affiliated, and separately managed subsidiaries, FG Advisory Services, LLC ("FGA") an SEC-registered investment adviser. To learn more about FG Advisory Services, LLC please view its Form ADV Part 2 and Form CRS available at www.adviserinfo.sec.gov. Registration with the SEC does not imply any level of skill or training. The FGA's investment 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 or FGA 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, or probability projections are hypothetical in nature and may not reflect actual future performance. Brokerage services will be provided to FGA clients through Altruist Financial LLC ("Altruist") SEC-registered broker-dealer and member FINRA/SIPC. For details, please see www.sipc.org and https://www.finra.org/.
Please be advised that the investment advisory services and the securities offered: Are Not all FDIC Insured; Are Not all Bank Guaranteed; May Lose Value; Are Not all Deposits; Are Not all Insured by Any Federal Government Agency; Are Not all a Condition to Any Banking Service or Activity investment, trade-related or brokerage questions shall be communicated to concierge@fingyms.com.
It is important to note that the information presented is for informational purposes only and should not be construed as personalized investment advice. Additionally, please keep in mind that past performance, including performance derived from backtested models or hypothetical scenarios, is not indicative of future results. Backtested results are inherently limited as they do not represent actual trading and may fail to account for certain market factors, such as liquidity and slippage. All investments carry risks, including the potential loss of principal, and it is essential to evaluate these risks before making any investment decisions.
We also want to disclose that we may use marketing materials or illustrative examples to demonstrate potential outcomes or strategies. These examples are for educational purposes only and may not reflect actual or future performance.
Additionally, we want to make you aware that we receive compensation for the advisory services provided, and the fees related to these services will be clearly outlined and agreed upon in an advisory agreement. Additionally, there may be potential conflicts of interest, including any affiliations with third parties, which will be disclosed as required.
Finally, while this presentation may include data or research from third-party sources that we believe to be reliable, we cannot guarantee the accuracy or completeness of this information.
Please remember that the information provided today was general in nature and not tailored to your specific financial needs. For personalized advice that suits your unique financial situation, we invite you to contact us for a consultation.
If you would like more detailed information about our services, qualifications, or fees, we are happy to provide you with our Form ADV Part 2A and 2B upon request. This document contains an overview of our advisory services and the associated costs.
It's also important to reiterate that all types of investments come with varying degrees of risk, and you should carefully consider these risks in relation to your personal financial goals before making any investment decisions.
Lastly, any personal information you have shared with us during this session will be kept confidential. We are committed to protecting your privacy and will not disclose any of your personal data without your explicit consent.
If you have any further questions or would like to schedule a follow-up meeting for more personalized advice, please feel free to contact us. Our team is here to assist you with any additional information or guidance you may need.