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.