Military & Retiree Financial Planning Services
Ongoing Wealth Management
Your financial life does not stand still, and neither should your plan. Ongoing Wealth Management provides continuous, fiduciary guidance for military retirees, veterans, and their families who want long-term support and professional investment oversight.
At the center of this service is ongoing investment management, coordinated with every other dimension of your financial life. We manage your individual investment accounts while aligning cash flow, retirement income, taxes, and risk management into a cohesive strategy designed to adapt as life changes.
This service includes guidance across:
Investment management and portfolio oversight
Cash flow and savings strategy
Retirement income planning
Tax-aware planning decisions
Estate planning coordination
Insurance and risk assessment
Education planning, when applicable
You will receive personalized recommendations, regular check-ins, and ongoing support to help you stay aligned with your goals as circumstances evolve.
This service also includes:
Optional tax preparation for active duty military
Included tax preparation for military veteran & retirees / Federal State government!
Ongoing Comprehensive Financial Planning
This service is designed for military families who prefer to manage their own investments but want professional, ongoing guidance across their full financial picture.
Ongoing Comprehensive Financial Planning provides the same level of fiduciary advice and coordination found in our Wealth Management service, without investment management of individual accounts. We help you make informed decisions, reduce blind spots, and stay aligned with your goals while you retain control of day-to-day investment execution.
This service includes guidance across:
Cash flow and savings strategy
Retirement planning and benefit coordination
Tax-aware planning decisions
Estate planning coordination
Insurance and risk assessment
Investment risk assessment and portfolio allocation guidance
Asset location and tax allocation recommendations
You will receive personalized recommendations, regular check-ins, and ongoing support to help you navigate financial decisions with clarity and confidence.
This service also includes:
Optional tax preparation for active duty military
Included tax preparation for military veteran & retirees / Federal State government!
Priced For Your Stage in Life
Our ongoing services are priced based on the complexity of your financial situation, not the size of your investment accounts. This approach helps keep fees transparent, reasonable, and aligned with the level of planning required.
Base Pricing by Client
Active Duty Military
Tailored pricing for those currently serving, reflecting military pay structures, benefits, and transition considerations.
Veteran or Retired Military and Federal or State Government Employees
One flat fee designed for individuals and families with multiple income sources, pensions, or government benefits that require coordinated planning.
How Complexity Affects Pricing
For active duty military, to keep fees as low as possible, base pricing assumes a lower level of financial complexity. Some planning situations require additional time, coordination, and expertise. When present, these factors may increase the overall fee.
Complexity factors include:
Taxable investment accounts over $100,000
Income-producing real estate properties
Your actual fee is determined by how these factors apply to your specific situation.
Simple, Transparent, Flat-Fee Pricing
Our ongoing services are provided on a flat-fee, fee-only basis. Your fee is based on the complexity of your financial situation, not the size of your investment accounts.
Fee-only
No commissions, product sales, or referral fees.
Flat-fee
No percentage-based investment management charges.
Use the calculator below to estimate your fee based on your circumstances.