Broker Check
 
Trusting Relationships Focused on You Keeping Your Trust Life Made Meaningful
Agent Photo

Millennial Group Builds On Your Achievements

You've worked hard to reach this point in your financial journey. Now you must decide how to make your financial resources work for you, and--more importantly--what goals you want to achieve through them.

With offices in Akron and Canton, Millennial Group can help you grow, protect, and conserve your wealth through strategic investment portfolio management, estate planning, retirement planning, cash-flow management, and proper utilization of your 401(k) or pension.

Through our Significant Tomorrows™ Planning Process, the Millennial Group team will help you determine where you want to go and how to get there, enjoying a meaningful life right now while preserving a legacy for the future.


A Night Out With Millennial Group

Missed our latest event? Click here to watch it now on our YouTube channel!




Helpful Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Surprises

Making the most of surprises is a great reason to work with us.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

View all videos arrow