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Military Families

Military Families

Too often, there is a significant gap between the financial planning resources military families need and what they actually have access to. And, after serving our country, military families and veterans deserve the peace of mind that comes from having access to strong, comprehensive financial services.

Because we are a firm founded by veterans, employing veterans, and serving veterans, we are capable of speaking the same language and understanding the unique financial implications of military service.


Common Concerns for Military Families

  •  Maximizing Thrift Savings Plans
  •  USERRA Implications
  •  Pension and Cash Flow Management
  •  Supplemental Healthcare & Insurance Coverage


Every Family is Unique. So are the Solutions.

Every Family is Unique. So are the Solutions.

  •  Military pension and VA disability payment cash flow management
  •  Thrift Savings Plan (TSP) account rollover
  •  Continuation of Veteran Group Life Insurance (VGLI) and supplemental insurance coverage
  •  Utilization of VA lending benefits (Mortgage, IRRRL) for real estate purchases
  •  Civilian employer vs. Tricare Reserve Select and/or CHAMP VA healthcare coverage
  •  Long-term care & VA Aid & Attendance benefits

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We strive to serve our clients during the financial planning
process through deep and meaningful relationships that
last for generations.

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Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.