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Navigate the military retirement process
I can't say enough good things about Scott and the products he brings to the table when it comes to helping veterans navigate the military transition process. As someone who is currently going through the transition process, he helped me think well beyond my finances into career progression. He is a must when considering a mentor to successfully transition the military!
Critical financial decisions I needed to make
I knew that if the government told me something was good for me, it probably wasn’t telling me the whole truth. US VetWealth exposed the secrets behind SBP and (VGLI) - critical financial decisions I needed to make upon retirement. I enjoy my partnership with US VetWealth and know they have our veterans’ best interests at heart. I don’t want to do business anywhere else.
see how easy it is to create a private pension
Our members can invest without paying expensive fees to a financial advisor. Robo-Investing is a smarter way to invest.
We offer members free access to customized content and mentors so you can have your questions answered immediately.
We take an unconventional approach to helping military retirees make more tax-free income after military retirement.
Gain access the best life insurance to replace SGLI, avoid VGLI, confidently decline the survivor benefit plan, we can help.
As a military retiree you have a unique opportunity to make serious headway on your investments & retirement savings in the next few years.
As fiduciaries, we'll show you an efficient strategy to maximize your military retirement pay and benefit without losing money to fees, volatility, or taxes.
We'll also show you how to redeploy your wealth when opportunity or need demands it.
Let's insure you don't wait another 20 years for your second retirement.
We get to know you, you get to know us. We get to understand your goals and desires for your finances and you can decide if we would be a good fit.
Our military retirement & financial consultants will work with you to define exactly what you need and create an asset & income map in alignment to your goals.
Our account manager guides you through the qualification process to completion, keeping you up to date on progress and getting you feedback along the way.
FREE GUIDE
Read our case studies to learn how much retirement income you could reclaim from SBP and re-invest by privatizing your military pension. (Updated for 2023)
FREE GUIDE
Make the best decisions with your Thrift Savings Plan and other qualified retirement accounts (IRA, 401K, etc.) Download our guide or take our rollover assessment.