As a college grad just entering the workforce or a relatively new worker (<5 years employed) you have newfound financial responsibilities thrust upon you once employed. While this could be daunting, you have the opportunity to “start right,” and get on the right path to financial success! Our Gen "Y" Investor service is here to assist you with your obligations to the Government (Tax & Student Loan Debt) and to Yourself (Investing) getting you on the “right path” and keeping you there.
USE OF TECHNOLOGY
We are able to offer you a service once reserved for only the established wealthy. One key to doing this is by leveraging phenomenal technology tools including:
*FSGMS - Our proprietary Internet based client management platform,
*Email - Used to communicate with clients one on one,
*Webex - Used to conduct virtual meetings, and
*Website - Used to communicate to all clients at once (houses our twitter and blog)
THE KISS PRINCIPLE
In line with our total acceptance of technology we do our best to be as efficient as possible with our knowledge and how we utilize it in providing our service(s). To that, we follow the KISS principle: Keep It Simple Stupid!
We know what financial assistance you need at this point in your career and we stick to applying it in a no-nonsense manner that is sure to make this facet of your life clearer than you could ever have imagined.
THE PROCESS
The steps in our New Investor service occur over the course of the year. They are all completed with the use of our technology tools making this service as efficient as possible both from a time and fee perspective.
The annual fee for the New Investor service is: $375.
Lastly, to learn more about the New Investor service or to sign on as a client, please feel free to peruse the FAQ section of our site or contact us via email at: info@56group.com or via phone: 877-226-7780.
Note: We are available for one-time analysis projects priced on a per project basis.