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 $4,500 per year ($1,125 paid quarterly)
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