Planning for Millennials

Millennials will soon become the largest generation in America and it is important they move into this role being knowledgeable about their financial well being.

WE ARE HERE TO HELP!

Saving For Life Events

Years of experience have prepared us to guide you through your life transitions.

Pay Off Dept

We create strategies that are tailored to your needs and goals.

Saving for a Big Purchase

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Start Retirement Plan

We create strategies that are tailored to your needs and goals.

EDUCATION

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.

At Meyers Financial Services, Inc. our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, understand your tolerance for risk, and provide you with financial knowledge to help meet your goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Why is Financial Planning Important for Millennials?

Growing up millennials experienced the wide use of the internet and social media, as well as potentially taking on debt from student loans, credit cards, and higher costs of living. Most Millennials are not participating in their employer retirement plans, mostly due to their limited education related to pensions and retirement planning. A majority of a Millennial's salary goes towards paying rent/mortgage, utilities, and food. If any money is left over it is put aside for a future goal like purchasing a first home or a dream vacation. By providing millennials a financial education, millennials would be moving into a future where they would be empowered to understand what their money could grow to.

Client Centered

Client Centered

We work with your busy schedule and lifestyle. We know that convenience is just as important as results, we can work virtually and in person with our goal to create a seamless hassle free experience. So you can continue to reach your goals.

As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Ways to jump start your financial future for millennials.

1. Take the first step

Time is one of the best assets millennials have on their side. The sooner you start your journey to financial freedom the greater the future success. This is a task that for some is stressful and confusing, especially at first when your looking at your finances for the first time in a strategic way to meet future goals.


2. Manage your money

We are here to help you start this process, track your monthly expenses, determine your goals and find how much you should be spending, saving and investing. Together will look at your short term goals and long term goals to create a plan that works for both. We provide education and support so you too can become knowledgeable about your financial situation and future. Create habits now that can empower your success.


3. Plan for your retirement as soon as possible

Future you will thank you, this is something millennials overlook when thinking about money, we know that this is a key element for your future financial success. There are tools and ways to plan your current financial situation no matter how much you can start with. Starting this possess early is key.