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I Need to Get Things Right.

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.

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 $333 per month ($4,000 per year)

Learn more about this level of service

Read our white paper on corporate retirement plans, written especially for military professionals.

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