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Yancy Management and Trading, LLC
YMAT
Pricing & Plans
Select a pricing plan that best fit your financial needs.
Basic Plan
$
100
Monthly
The Basic Plan offers essential financial guidance.
Financial Consultation
Budget Development
Retirement Analysis
Standard Plan
200
$
Monthly
The Standard Plan provides a structured approach to managing your finances.
Monthly Finance Classes
One 30 minute one-on-one session
Federal & State tax compliance
Review of prior year taxes and plan for current tax year.
Premium Plan
300
Monthly
The Premium Plan delivers an extensive suite of services designed for proactive financial management.
$
Bi-Monthly Finance Classes
Two 30-minute one-on-one sessions
Federal & State Revenue Compliances
Tax Preparation
"Telegram" flash alerts for investment trading
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