About The Millennial Program

The Millennial Advisor Program is here to help and guide your through all the various financial pieces of your life and work with you in a way that fits your life.  Contact us today!  We look forward to hearing from you.

The millennial generation is the largest in U.S. history.  The millennial generation is considered people born between 1982 and 2004.  Despite no new millennials being born today, the generation continues to grow through immigration.  There are several key factors that define millennials in comparison to the generation's predecessor.

  • This generation is moving through life cycles later than the baby boomers.People are living with their parents longer post college, getting married later, having kids later and buying a house later.

  • There is less dependence on a traditional corporate ladder climb for a career path.

  • Although income may be higher, education debt limits savings.

  • This generation will take care of an aging population, the baby boomers.

  • The millennial generation will see the biggest transfer of wealth.. in history.

  • From a long term standpoint, no burden is bigger than what the millennial generation has to personally save for retirement.There are no more corporate pension plans, and by the time this generation reaches retirement, the likelihood of social security reform is high.