Our Millennial Portfolios program is designed to provide young families and professionals just starting out with access to sound financial planning and investment management. We have a passion for helping clients define their vision of financial success and providing a path to achievement.
However, historically this type of service has not been readily available to those that do not already have significant investment assets. With time being one’s greatest asset, we believe real financial planning is even more powerful for those at the beginning of their journey to financial independence.
Millennial Portfolios will take the trusted relationship that IFS clients have enjoyed for more than a decade and extend that offering to a limited group of young professionals who are committed to long-term financial success.