Millionaire Millennials

Millionaire Millennials are a dynamic group of individuals who want to retire with $1,000,000 (1MM) or more in 25 years or less and have fun doing it!*

Member Benefits:

  • Gain clarity and a clear path towards retirement
  • Network with other individuals with common interests
  • Invite friends and make new lifelong friends
  • Exclusive invitations to two -three  unique and fun events per year (for example kickoff event will be at Lagunitas Brewing Company in Chicago in late January 2020, exact date and time TBD)
  • Unlimited professional advice from a Certified Financial Planner™ (CFP®) via email
  • Complimentary Financial Plan and access to personal financial website
  • Two in-person meetings per year (Can also Skype, phone conference, etc.)


Qualifications (choose at least one):

  • Invest $1,000 per month or more via ACH
  • Invest a one-time lump sum of $140,000 or more
  • Invest a one-time lump sum of $100,000 with an additional $3,600 annually or $300 monthly or more via ACH
  • Millennial children and relatives of existing clients who qualify
  • Any combination of the above that qualify (for example invest $70,000 AND $500 per month via ACH)


Costs and Assumptions:

  • Results may vary depending on investment vehicle (taxable vs. tax deferred investment)
  • Competitive costs, seeking to use  low cost investment vehicles
  • Year of birth 1982-1999 (ages 38 – 21 as of 2020)
  • Retirement year 2045 – 2062 (assumes a retirement age of 63, desired retirement age can be adjusted)



*The goal is for members to participate by investing in at least one of the amounts listed under qualifications, and after 25 years accumulate a balance of $1,000,000 (1MM) or more. Investment results will vary and reaching a balance of $1,000,000 (1MM) or more is not guaranteed.