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.


Firestone Fireside Chat

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





Helpful Content

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Taxable vs. Tax-Deferred Savings

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

An Inside Look at Retirement Living

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

View all videos arrow