Financial Advice & Planning for
Millennials & Young Professionals

Millennials often get a bad rap. They’re generalized into a group of espresso-sipping, basement-dwelling handout-seekers. And for some in that generation, it’s true—but there’s also those “millennials” that are out doing great things. Unique things. Innovative things. They’re ignoring the stereotype and redefining their lives with purpose and passion.

These are the millennials and young professionals that we work with—and if you’ve come this far, it’s probably you too.

Our advisors help show you what you can’t yet see, but will become very clear 20-30-40 years down the road. That means we help you understand the cost of some decisions and the greater value of deferred gratification. Laying the groundwork and starting to plan now will have a profound impact on your future. That initiative, is what separates you from that generational herd.

Take the first step, request a call or appointment and one of our advisors will reach out.

Retirement Planning

Starting saving the right way, right now.

Debt Reduction

Strategies for paying off debt faster.

Saving for the Future

House, car, wedding—it all starts with automated savings.

Common Financial Questions from Millennials & Young Professionals

  • How do I lower my student loan debt?

  • How do I start saving and investing?

  • How can I save for _______?

  • How do I create a budget and track my spending?

  • What job benefits are best?

Financial Advice for
Millennials & Young Professionals

Social Media - Helping or Hurting Your Investment Behavior?

During a recent client meeting we ended up on the subject of social media, and the effect it can have on a business. Unfavorable press coverage led to an echo of bad news on social media among this client’s customers, and it was continuing to harm his business with no end in sight. I was curious about the public’s persistent reaction, and why he believed the story was still in the news cycle many weeks later. Was his customer base being fickle? Were competitors spreading false and redundant stories? His response: social media. Once a key marketing strategy for his company, social media has quickly turned into a sore spot.
The Future of Denver's Skyline
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The Future of Denver's Skyline

Explore the unique history of Denver as told by one of its eminent urban planners Ken Schroeppel. Why did Denver take the shape it did? What will it look like in the next 10 years? Why is the traffic so darn bad lately? Ken will explore all of these ideas and more as he walks you through new projects helping to shape the face of Denver and how past initiatives contributed to our wonderful city. This workshop was originally presented at Prosperion EDU 16.

Confusing Volatility and Risk

https://www.youtube.com/watch?v=YQrmzEwo_Cg I believe it is imperative for investors to understand the difference between volatility and risk. Though often used synonymously, these are two very distinct ideas. We think success can be increased…
Millionaire in the Making
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Now Available: Millionaire in the Making by John Booren

https://www.youtube.com/watch?v=Bbq1ck-bSTk In the last year, I’ve had the realization that there are far too many people living in the most financially impactful years of their lives who lack the necessary planning and guidance to make…
How to Invest for Income
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How to Invest for the Goal of Growing Income

https://www.youtube.com/watch?v=WqYGlBUN_Ns Why do you invest? It’s a simple question, but one so few people consider. Investors often fail to understand their reason for making investments, for saving money, or for what they invest in.…
5 Investing Principles
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Back to Basics - 5 Investing Principles

https://www.youtube.com/watch?v=BnjtzOVuQoU If January taught us anything, it was that 2013 was truly an exceptional year for the equity market averages. Falling uncertainty, solid corporate earnings, and a rebounding economy all contributed…
Post College Financial Advice
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Getting Ready to Graduate? Post-College Financial Advice

https://www.youtube.com/watch?v=V8wBkORR3Gw When I think of what I would share with a recent college grad, saving comes first to my mind. When a person is young they have a distinct advantage – time. In the financial world, we use something…
8 Best Financial Apps
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The 8 Best Financial Apps for Money-Conscious People

https://www.youtube.com/watch?v=dZUs-7kE_00 You’d be hard-pressed to find someone without a smartphone or tablet these days. Companies like Apple and Samsung have redefined how we communicate, what we rely on, and our ability to access information.…
8 Best Financial Apps
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7 Money Musts for College Students

https://www.youtube.com/watch?v=K4LNvy9FfbU As the flurry of excitement winds down for those heading back to college, the realization starts to settle in: college is expensive. The costs don’t stop with tuition fees. From book costs to…
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Securities, Financial Planning, and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. Prosperion Financial Advisors is not an affiliate of LPL Financial. The LPL Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY.