Are you a senior military officer who is approaching retirement, or has recently done so?
At this important stage in life, you are likely facing many new challenges and opportunities, from starting a second career, to integrating the GI Bill into your children’s college funding plan, to deciding what to do about the Survivors Benefit Plan (SBP), to setting up your ultimate retirement. Your increased income combined with the portfolio you’ve built over your career means you have little room for mistakes. We can help.
We'll start out by finding out where you are financially. Then we'll talk to you about where you want to get to. We'll sit down together and figure out how you can plan for and achieve a lifestyle now and in your ultimate retirement that you want. We'll also check out your insurance needs, make sure you're paying the minimum amount of tax the law allows, we'll design a portfolio that aligns your comfort with ups and downs with the goals you want to reach and we'll help you put an estate plan in place that carries out your desires.
And then...we're going to do something different. We know that most of us will never open up a 100-page financial plan. We just won't. While you'll have a 100-page document available, you'll receive our proprietary One-Page Financial Plan that is a simple document that shows where you are and what you need to do to get to where you want to go. We'll review that document every time we meet because we know that just like military plans don't survive their first contact with the enemy; financial plans don't survive their first contact with reality.
This service is specially tailored for active or retired senior Field Grade and Mid-Grade Officers as well as General and Flag Officers.
Financial Planning Fees Start at $5,000 per year ($1,250 paid quarterly)
Read our white paper on corporate retirement plans, written especially for retiring Military Officers.
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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. C.L. Sheldon & Company, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to C.L. Sheldon & Company, LLC website or incorporated herein, and C.L. Sheldon & Company, LLC takes no responsibility therefore. All such information is provided solely for convenience, educational, and informational purposes only and all users thereof should be guided accordingly. 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.
