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.