Who is the best fit for working with us and the mindset you need to hit your goals?
A. You’re in the military or have been before. You know how to make decisions. You know how to take action and what looks and feels right. You make decent money, maybe moving around every three years, and things usually happen during a deployment or the next most inconvenient time. You need a financial advisor who understands what you’re going through because they have also gone through it.
Or you’ve separated from services or retired. You work for a contractor, started your own business, or have climbed the corporate ladder using the skills and discipline the military taught you.
As a member of our Armed Forces, you have access to unique savings programs that can accelerate your ability to retire younger and wealthier. We help veterans fully utilize these programs with our extensive knowledge of government programs.
B. You own a business and whether it’s focusing on how to grow, hiring the right type of people, or perfecting your craft, you face challenges every day and need to take decisive action to overcome hurdles.
Your personal finances are closely linked with your business and you recognize that a decision regarding one could impact the other. It is very common for a majority of your personal wealth to be tied up in your company. You need to simplify all the moving parts to begin achieving your own financial goals without jeopardizing the stability of the business.
Regardless of your situation, family is important to you, and you are trying to ensure you do everything in your power to take care of them. You’re doing the best you can with your budget and finances, but realize it isn’t going to get you where you need to be. You want a successful retirement, one in which you can spend time with your family, travel, and live comfortably without having to worry about running out of money or sacrificing your lifestyle.
Whether you’re getting guidance from a financial advisor already or doing it on your own, some aspect of your retirement plan is UNSAT! Maybe you are just too darn busy with work, family, or serving to keep up with the fluid world of finances as well.
But you are serious and decisive and want to take corrective action to get your financial plan in order! It’s Mission Critical you align your financial plan with your dreams and aspirations! You want a plan you have confidence in, and you know whether you live too long or die too soon, you will not run out of money, and your family will be taken care of!
Confidence in your investment portfolio is critical because plans never work out like they were briefed! Life happens, and you need a portfolio flexible to changing financial outlooks and life goals!
Check out our mission statement to see if our visions are aligned. Then contact us to improve your situation today!
Mission Critical FPI Virginia Beach financial advisors are incredibly passionate about providing personalized financial advice and analytical plans to decisive, motivated families in Virginia Beach and beyond to create or significantly increase their confidence in their comprehensive financial plans.
Get started today by scheduling a first date interview to ask any questions and see if we are a good fit!
Many of you are investing, but are your investments within your comfort zone?? Are you including personal investments and TSP or company retirement plans? Take the assessment today to see your risk score!