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Paying for weddings

Paying for weddings without busting the budget.
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“I want to write my own wedding story, and I want my parents to help.”

Next Generation Stats

The only way you’ll find out if you ‘have it in you’ is to get to work and see if you do.

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Percentage of US population under age 40
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Largest age group in USA
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Median net worth 30 year olds

Sources verified February, 2024.

Next Gen Financial Planning

Here are some of the services we provide for the next generation of Americans:

Paying off your loans

Many of our clients list their children’s and grandchildren’s education near the top of their financial goals.

College financial planning with a wealth advisor.
Financial advice services for managing major life transitions

Home Purchases

Investing in real estate provides you and your loved ones many potential benefits.

Teaching younger generations financial stewardship

Here are some tips to help you teach younger generations financial stewardship…read more.

Family learning financial planning across generations
Man holding a small plant, symbolizing investment growth

How automatic contributions in retirement accounts help in retirement

I want to put my retirement income on autopilot…read more.

Values Based Investments

How we enable our diverse clients to invest with their values…Read more.

A&I Wealth Management
Financial planning for women by experienced advisors

Women's wealth and wellness

Women’s economic influence is rising to new levels…Read more.

Inheritance or windfall

Create space to evaluate the meaning and purpose of the money. Read more…

Woman reviewing inheritance planning documents
Next generation managing money

Life Planning

Helping you align your money with your goals, values and relationships. Read more…

Helping with weddings

Our children’s weddings can be one of the greatest joys of parenting, and they can also be expensive! Read more…

Newlyweds receiving financial advice services for a secure future

Recent articles

Recent articles about next generation financial planning

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