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Multi-Generational: Helping Millennials Plan

Multi-Generational: Helping Millennials Plan

| August 17, 2017

If you have young adult children or grandchildren, you’re likely aware of the upward struggle Millennials face in balancing their current financial obligations, like student loan and consumer debt, with the need to begin saving for retirement. The good news is that according to two recent industry studies,* three-quarters or more of young adults between the ages of 22 and 35 say they would welcome advice from a professional in regard to managing their retirement savings.

Working with an experienced financial advisor is also very important for those who may eventually inherit assets from their parents or grandparents. Understanding how to properly manage the legacy entrusted to them requires financial knowledge, skill, and discipline.

As a family-focused wealth planning practice, I frequently work with clients’ adult children to answer questions and provide guidance on topics including budgeting, debt management, emergency and retirement savings, investments, insurance, wealth transfer, and inheritance planning. I would be honored to assist your adult children or grandchildren by providing the information, tools, and advice required to help them build a financial foundation that can continue to serve them well into the future. Don’t hesitate to contact me at 912-384-0030 if I can be of assistance.

All the best,

Russ Story, RFC