top of page

VETERANS

Military life contains a myriad of challenges - many financial in nature.  Whether you are currently active duty, reserve, or retired, your time in uniform will impact on your finances forever.  Let our team coordinate your military pay, retirement, and benefits with other resources to create a comprehensive financial plan capable of achieving your objectives.

Family at a Beach

Our Mission

To provide you and your family with the support, guidance, and planning necessary to execute your personal financial vision.

How do we do it?  Read below...

US Flag Shoulder Patch_edited.jpg

Start with Planning

For most of us, time in uniform is only a part of our professional lives.  We pursue second careers, create businesses, and establish non-profits.  Each of us is also much more than our job, with families & friends to care for.

That is why it's important to begin with a comprehensive plan - to bring together all the details and form a cohesive financial picture.

Objective.png

Define Objectives

We begin every relationship with the same question: "what are your objectives?"

 

It might seem simplistic but the answers are crucial.  To properly plan for your future we need to know where you want go, what you want to do, and how you want to do it.  

Resources.png

Assess Resources

As Veterans we have tremendous resources at our disposal - but it isn't always clear how best to utilize them.

 

Knowing your options for retirement planning, healthcare insurance, education assistance, and home purchases can help you evaluate non-veteran alternatives and determine the optimal course of action.

Opportunities.png

Identify Opportunities

Few people separate into a true retirement these days.  Even if you serve 20 years, you're only in your forties when you retire from active duty.

That's why so many veterans start second and third careers.  This provides an opportunity - to invest, build, and grow in ways that weren't possible before.  We can help manage these scenarios so you make the most of your newest venture.

Opportunities (1).png

Mitigate Risks

Leaving the military should mean decreasing your day-to-day risk.  But that isn't always the case.  Starting a family, creating a business, traveling for work - these are all things that increase risk. 

 

How will you manage them?  Have you prepared for the cost of civilian healthcare or examined disability insurance?  Our team can help you identify blind spots and create a plan to mitigate them.

Execute (830 x 1080 px).png

Execute Intentionally

The best plan is the one you can execute.

While most people let life happen to them, we know Veterans have a different philosophy.  That's why we take a proactive approach to implementation and execution.

Want to learn more? 
We're ready, just click below to get started.

bottom of page