ABOUT US
Millennial Financial Services
Millennial Financial Services is a boutique financial planning firm helping families and businesses with their financial planning, insurance and investment needs. We believe that everyone’s situation is unique and we take the time to get to know our clients. Once we determine specific needs, we devise a plan and go to market to see which insurer and/or investment company will be the best fit. Representing over a dozen insurance and investment companies, we have access to all the major carriers. We do not charge a fee for service but rather are compensated directly by the investment or insurance company.
Our Guiding Principles
Synergy
Our firm is a collaborative environment where we partner with you and your other advisors to provide education and holistic advice during every stage of life, including the unexpected events along the way.
Integrity
The foundation of our partnership with you is Trust. We earn your trust by listening and providing advice that is centered on solving your financial needs.
Integration
We are process-driven in our approach of aligning your financial plan with your life goals. We help to organize, maximize, and simplify all aspects of your financial life.
Innovation
We help you to see the whole picture of your financial health by offering creative and individualized solutions. We are constantly looking for new and effective ways to improve our service to you.