Financial Planning, Millennials

The Suit: Financial Planning For A New Generation

Recently, I was interviewed by The Suit magazine regarding my focus on working with Millennials. It’s exciting to have the opportunity to continue working with pre-retirees and retirees, along with my peers. I was told by other advisors that working with younger clients was not possible…well, in just a year my WealthFusion™ program is growing, and I’m finding plenty of Millennials looking for help with their financial planning. I’m just glad to finally be able to help them!

Here’s the article from The Suit: Financial Planning For A New Generation


Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.