Military & Federal Employees
Financial Planning for Military (active duty, retired, veterans) and Federal Employees
Planning the Second Career for Military Personnel
If you’re like many military personnel, when you retire from the armed services you may want to pursue a second career. You may be interested in civil service or find your calling in the public sector. But what you DON’T want to find? An unexpected tax bill.
Military pensions are taxable, and when combined with the earnings from your second career they can catapult you into a higher tax bracket. Our financial planning services for military service members takes this into account and reviews advanced tax planning and tax mitigation strategies.
Navigating Pensions, Social Security, and More
The military and federal government are one of the few employers that still provide a pension. When combined with a 401(k) from a private sector career or your Social Security, figuring out retirement income can turn into a major challenge.
Our team can make sense of the madness and organize your retirement income streams into something that’s a little easier to understand. We help you figure out what money is coming in, and what is going out. Our goal is to help you keep more of what you earned so that you can create an income stream and provides financial freedom
What We Offer:
Comprehensive Financial Plan
Investment Recommendations
Investment Management
Income, Debt & Savings Analysis
Ongoing Consultation & Support
Tax Planning & Mitigation Strategies
Common Financial Planning Areas Addressed:
Retirement
Tax Mitigation
Retirement Income
Insurance
Estate planning
cash flow
Education Funding
Charitable Giving