Finpower, LLC provides financial reviews and investment plans tailored to individual client needs. They gather information about your financial situation and goals to create a plan. Finpower offers advice on investments, employee benefits, retirement planning, cash flow, debt management, and education planning. They do not manage investments for you, but provide a one-time portfolio strategy. You are responsible for implementing the plan and placing trades.
Assets Under ManagementN/A
Clients9
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Finpower does not manage investments on an ongoing basis. They provide a one-time portfolio strategy, and you are responsible for implementing it. They do not offer discretionary management or bundled fees.
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