As a financial planner for families, Illumint's services best fit Millennial parents who want to give their kids the educational opportunities to ultimately live the life they desire. But our clients also want to use their savings and investments for more than just college costs.
PICTURE YOURSELF FEELING financially Confident and PROACTIVe
I'd love for some of my money to enable ______________ (person) to ______________ (verb).
Saving money for ______________ (noun) is ______________ (adjective).
I never regret spending time ______________ ("ing" verb).
When I talk to ______________ (person) about money, I feel ______________ (emotion).
Invest + Educate
We have such a long time horizon for investing that we need to understand our own investments. We need to feel confident in our investment knowledge.
Everything Is Fair Game
While we emphasize college financial planning, Illumint's work covers every aspect of your finances, from housing to stressful inheritance decisions
Mind the Tax
Almost every financial decision we make has tax consequences. So every strategy we consider must include a discussion about tax advantages & disadvantages.
You can't have me log into your accounts to buy or sell investments
You want to find the cheapest financial advisors to work with
You want a financial advisor who only offers in-person, real-time meetings
You can't work with a team of associate financial advisors; you only work with me
How much should you contribute and how should you invest those dollars? Plus, Millennial parents can choose from dozens of 529 plans.
How can you reduce your family's college costs? Tuition discounts, particularly merit aid, can have a huge impact on the "sticker price" you see first.
Are you ready to Take Control of Your Financial Future?
What does financial freedom look like to you? Whether you're want a "traditional" retirement or work optional, smart, consistent investing is key.
Why would you only invest for the long term? Investments with a different timeline can help you to live the life you want, sooner.
How can future housing decisions both improve your life and boost your wealth? Owning property has benefits, but it's just one piece of the puzzle.
If you're expecting to receive a large gift or an inheritance, you want to act steadily, but deliberately on how you deploy the new money.
Financial planning for Millennial parents like you prevents you from making financial decisions that limit what's possible for your family