C.L. Sheldon & Company was founded in 2011. Our team’s primary focus is serving military professionals and their families through fee-only financial planning and wealth management. We dedicate our time to stay on top of military and veterans’ benefits to make sure your plan accounts for your unique situation.
We proudly uphold the fiduciary standard, meaning it is our responsibility to put our clients above all other interests. This means every decision is made in your best interests to help you and your family move one step closer towards your goals.
We provide comprehensive financial planning and wealth management services for military members. Here is a closer look at some of our prominent service categories:
This includes premature death, disability, and long-term care. Whether you are active duty or about to retire, we help you understand and factor in the Survivor Benefit Plan, Death Gratuity and other military and veterans’ survivor benefits as necessary so that your loved ones are taken care of in the event of your passing.
We believe in controlling the things we can control, such as expenses and taxes. As such, we build broadly diversified portfolios and strategically rebalance them as appropriate to help you reach your goals. We don’t try to beat the market, but instead we align risk and return combined with behavior change to design a portfolio that accounts for your comfort with fluctuating markets and sets you up so that your money helps serve you.
Military Tax Planning
There are a lot of special tax benefits and issues for current and retired military members. We stay on top of those issues to make sure you don’t pay one penny more than required in taxes. When you retire and start a new career we help you avoid getting hit with a big tax bill by looking for every possible way to maximize tax efficiency.
When it comes to planning for your second, or “ultimate” retirement, we help you understand how all of your benefits work together, including your military retirement and veteran disability benefits. If you are a business owner, we can also advise you on which retirement plan will be most efficient from a tax perspective.
When you’re gone, it’s important that your estate plan is thorough and well organized to eliminate any burden on your heirs. This also encompasses outlining charitable aspirations you may wish to include as part of your estate. We can also help you plan and account for probate, or the elimination thereof, if desired.
Stand-Alone Tax Preparation
If you're looking for tax preparation we provide that service as well. We spend hours upon hours to maintain expertise in the unique tax situations of active and retired military members.
Air Force Space Command Senior Transition Assistance Program
Peterson AFB, CO June 21st
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If you're a military officer and are looking for financial advice, you've come to the right place.
With headquarters in Alexandria VA and an office in San Antonio we serve clients in the National Capital Region, San Antonio, Colorado Springs as well as the remainder of the US and service members stationed overseas.
If you have a question or are ready to get started, please send us a message via the form below, or feel free to directly contact us. We look forward to working with you.
1800 Diagonal Road, Suite 600 Alexandria, VA 22314 (703) 542-4000 or (800) 928-1820
9901 I.H 10 West, Suite 800 San Antonio, TX 78230 (210) 960-0699 or (800) 928-1820
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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by C.L. Sheldon & Company, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from C.L. Sheldon & Company, LLC . To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. C.L. Sheldon & Company, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the C.L. Sheldon & Company, LLC ’s current written disclosure statement discussing our advisory services and fees is available for review upon request. DISCLAIMER OF TAX ADVICE: Any discussion contained herein cannot be considered to be tax advice. Actual tax advice would require a detailed and careful analysis of the facts and applicable law, which we expect would be time consuming and costly. We have not made and have not been asked to make that type of analysis in connection with any advice given in this blog post. As a result, we are required to advise you that any Federal tax advice rendered in this blog is not intended or written to be used and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS. In the event you would like us to perform the type of analysis that is necessary for us to provide an opinion, that does not require the above disclaimer, as always, please feel free to contact us.