It is one of my greatest honors to assist our service members and their families with their planning and investment goals. As a service member, you receive or are eligible for a unique set of benefits that can be confusing and overwhelming. And while these benefits can be helpful, they may not cover all of your needs: short-term or long-term. Your situation is as unique as you are.
When I sit down with a current or former service member the first thing we do is make sure that we are maximizing the benefits available to them. Thrift Savings Plans, Savings Deposit Programs and Service Branch Benefits should all be reviewed thoroughly. We then coordinate those benefits with non-governmental options to make sure that your financial landscape is complete.
Deployment benefits vary based on the location of the deployment. Before you go, we work with you to ensure that you are aware of and are maximizing all of the benefits available to you that you may not have at other times: tax free income, tax free savings, higher interest rate savings accounts, etc.
If you have questions about your military benefits or aren't sure if you are making the most of what is available to you, we would love to sit down with you. We are here to assist you with your benefits on an everyday basis and can help you navigate special circumstances. Also, please pass our information along to anyone you know who might need our help or is in a similar situation and would benefit from our services.
For more information on military benefits, click here.
As always, thank you for your service.