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.

MILLENNIAL
PORTFOLIOS
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© 2019, IFS | Rights Reserved |  Investment advisory services offered through Integrated Financial Solutions, PLLC (IFS), a Registered Investment Advisor. Integrated Financial Solutions, PLLC will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. IFS does not provide legal or tax advice.

IFS Firm ADV