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Happy Clients.
Your smart financial advisor
Empower your business and investment returns with professional advice and innovative solutions from our team.
We have worked with 50+ businesses :
services
Trusted advisors for financial success.
About us
Experience & expertise in financial planning.
Our team of experienced financial advisors is dedicated to providing comprehensive strategies that ensure your investment decisions are financially secure and fulfilling.
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Experts in the team.
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Years
Common experience.
Benefits
Our services for financial future.
We provide you with a roadmap to financial security and a fulfilling retirement lifestyle
Personal Coaching.
Create personalized retirement income strategies that align with your lifestyle
Optimizing Income.
Take advantage of tax-saving strategies
Insurance Analysis.
Appropriate insurance coverage to safeguard clients’ financial well-being
Protecting Assets.
Keep pace with inflation, so you can maintain your desired standard of living
Pricing
Our pricing.
Pick a plan that fits you best!
$15
Starter Plan
- Investment advisory
- Asset management
- Risk management
- Tax planning
- 24/7 Support
$19
Advanced Plan
- Investment advisory
- Asset management
- Risk management
- Tax planning
- 24/7 Support
$23
Pro Plan
- Investment advisory
- Asset management
- Financial Counseling
- Risk management
- Tax planning
- 24/7 Support
Our team
Meet our team members.
Francois Mercer
Financial Planner
Olivia Wilson
Wealth Manager
Richard Sanchez
Investment Advisor
Jannie Chastain
Financial Consultant
"Guys are the best! Not a single day a worry about my financial security anymore. Everything's under control of real experts."
Investor
"Finguin supported me with important life-changing decisions. And now I can say I did everything just right."
Investor
"With Finguin financial advisor I'm not afaraid of retirement anymore. It's gonna be a fantastic time!"
Client