“No stereotypes here – Millennials want to be financially secure” by Mark Yost of the Houston Business Journal features James Waters, CFP® thoughts regarding the Millennial age.
Mark Yost with the Houston Business Journal writes “Instead of just catering to high net worth individuals, who pay an annual minimum of $10,000 based upon their assets, PARTNERSINWEALTHset up two new tiers of service. One focused on middle-aged clients and one focused on Millennials, some of the newest members of the workforce.”
PARTNERSINWEALTH a fee-only, independent advisory firm offering advice and guidance to financially successful households. Founded in 2000, PARTNERSINWEALTH helps clients with comprehensive financial advisory services including investments, income and estate tax reduction, insurance, estate and philanthropic planning and asset protection. PARTNERSINWEALTH does not accept commissions and every decision is based on the interests of clients, without regard to compensation. For a unique approach to financial management, check www.partnersinwealth.com or call (713) 964-4028.