For High-Income Millennials in their 20's and 30's
As a successful, affluent millennial, you have specific financial and lifestyle goals that are as unique as your skill set and knowledge. Let’s develop a strategy to help you meet them.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
High-Income Millennials, This Advice Is for You
If you are in your 20s or 30s and making $150,000-plus a year, your financial planning needs are more advanced, and need more attention, than the average millennial.
Click the button to read Joe's Kiplinger article now:
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
High-Income Millennials, This Advice Is for You
If you are in your 20s or 30s and making $150,000-plus a year, your financial planning needs are more advanced, and need more attention, than the average millennial.
Click the button to read Joe's Kiplinger article now:
We understand, and we're ready to help!
You’re an expert in your field; we’re experts in ours. Let us handle and help with your finances while you focus on your professional responsibilities.
We don’t charge lump sum fees upfront. Instead, we want to grow our relationship with you over time and work with you as you build wealth. Our fees will be based off the investments we manage. The more your investments grow, the more we make.
As younger financial professionals, we have you covered for the long term. Unlike older advisors who may retire, necessitating change, we’re here to help you build your financial plan over time.
We use innovation and technology everywhere we can to improve our efficiency. See your full finances from the palm of your hand and connect with us in any form of media.
Your Millennial Masterplan
Services and strategies designed to help driven young professionals like you make the most of your money, career and lifestyle.
The time to act is now, when you are in your prime and can put 40 or even 50-plus years of compound growth to work for you. We can help you do exactly that.
Guidance and strategies for paying off student loans, filling emergency funds and funding large expenses such as home purchases, business start-ups and providing for growing families.
Whether you want to retire early or grow your wealth for decades, we’ll help you achieve your goals with professional investment management and investment strategies tailored toward young professionals.
Preservation concepts, family-first strategies and insurance options to help you protect your loved ones and shield your assets from the unexpected (including injuries, illnesses or even death).
