Mission | Money | Meaning
Guiding service members and their families to financial clarity and peace
Guiding service members and their families to financial clarity and peace.
Mission | Money | Meaning
Wealth is not built by accumulating that which we lack, but by stewarding what we already have.
Who We Serve
We serve those who've spent a career serving their country and are starting to think about what’s next. Whether military retirement is still a few years out or already in the rearview, you're looking for purpose — not just landing a job.
You might be:
3–5 years from military retirement and starting to plan ahead
Mid-military career, but thinking ahead with intention
Closer to transition and looking for clarity and momentum
Recently retired and ready to explore new opportunities
Common questions of future clients:
What kind of salary do I need in addition to my pension?
How can I be sure my family is taken care of if I’m gone?
Can I be work-optional now?
How are my taxes likely to change?
What should I do with my TSP?
Should I elect for the Survivor Benefit Plan?
How can I coordinate my military benefits with my encore career benefits?
How can I best use or pass down my education benefits?
What if I want to start my own business?
The Mission’s Not Over — It’s Just Changing.
Our Services
We help you define your ideal life, building a dynamic plan that changes when your life does. We walk alongside you to help you implement, answer your questions, and get you to your goals. We help you know your risk, but you’re in the investment driver seat.
This service includes everything in Operational Financial Planning, however, now we provide you investment management services for your accounts outside employer retirement plans. This service is ideal for new investors or anyone interested in delegating investment management.
A different approach to financial planning through the lens of faith. Focused on biblical principles, faith-based planning is an integrated service available to any of our service offerings.
About
Formynder Wealth Management, LLC
At Formynder Wealth Management, LLC, we know what it means to serve - its founder is a retired Marine. At our firm, we are 100% fiduciary and fee-only, meaning your best interests are always our top priority—never commissions or sales goals. We are dedicated to providing the exceptional financial planning and investment management services you would expect from a service member. Our focus is on you: building a plan for the life you want to live and adapting with you through every stage of change.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!