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YMAT Pricing Plans

Select a pricing plan that best fit your financial needs.

  • Basic Plan

    65$
    Every month
    The Basic Plan offers essential financial guidance.
     
    • Financial Consultation
    • Budget Development
    • Retirement Analysis

  • Standard Plan

    100$
    Every month
    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

    150$
    Every month
    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

David Yancy II,

Accountant, IRS-Enrolled Agent, Master Trader

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Yancy Management and Trading, LLC
2174 Freemont 

Memphis, TN 38114

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