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Core Competencies

Taxes
Survivor Benefit Plan
Non-qualified Retirement Plans
Advanced Estate Planning

These are just a few of the financial issues with which a Senior Military Officer, whether active, retired or in transition, will have to deal. At CL Sheldon we specialize in helping you, a Senior Military Officer, plan and execute the plan to reach your desired financial future. Our core competencies include:

  • Integration of your VA, Military and Civilian benefits into a coordinated plan
  • Mitigation of your increased income tax and potential estate tax exposure
  • Evaluation of investment choices and your ability to reach your goals
  • Coordination of your estate plan with your financial objectives

We plan your financial future in the same manner you’ve planned operations in the past…

And then, always acting within your guidance and comfort zone, we execute the plan.

For more information on our philosophy please check out our thoughts the five areas of classic financial planning by clicking on the links below or by visiting our blog, Amat Victoria Curam. When you’re ready, contact CL Sheldon for a free initial consultation.

 

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Read Our Blog

 

Understanding TSP RMDs
      You can't leave your money in TSP forever.  Find out what happens if you don't take it out...

 

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