NextGen Wealth Building

I’m not wealthy yet, do I need a financial advisor?

You may not have as much to invest as your parents or grandparents, but that doesn’t mean you don’t need advice.  In fact, now is probably the ideal time to seek advice.  There are far more questions in your life than answers, and the Hock Group has developed a simplified approach to help you get started on the right path to build wealth through every phase of life.  Sign up to receive our NextGen newsletter.

NextGen Planning Process

It’s that easy!

Contact us today.  You might even qualify for generational pricing if you are connected to other clients of our team. 

Additional Resources


Making BIG Decisions
Home Affordability

Rent or Buy Calculator

Budget Worksheet


Understanding My Employer's Benefits
Importance to Millennials

Benefit Plans for the Next-Gen Investor

Redefining Job Benefits


I Graduated, NOW WHAT?

Loan Forgiveness

Repayment Options

US News Report on Student Loans


NOT My Parents' Insurance and Investments
Why young people resist coverage?

Insurance for the Millennial

Socially Responsible Investing