Who we are
About US VetWealth
We help you make the most of your military retirement pension.
Our expertise is solely dedicated to serving military retirees.
When you transition out of the military, it can be easy to get caught up in the romanticism of finally being a civilian again. You're used to a strict schedule, set roles and responsibilities, and a clear chain of command. But when you retire, all of that changes. You're suddenly responsible for creating your own schedule, figuring out what you want to do with your time, and making your own decisions.
Career military retirees are experiencing transition to civilian life from the inside out. Therefore, you can only know where to look for help based on what you are shown. You've spent years following orders and now you're ready to check everything off your list as fast as possible. After years of dedicated service, military retirees often find themselves at a loss when it comes to their finances.
This Is What Military Retirees tell us they want
It's not too much to ask after a career of service. Yet year after year we meet new retirees who struggle with the same decisions and who feel forced to make life altering choices before they have a chance to catch their breath from the last out processing briefing.
Financially, this leaves you unnecessarily stressed. After years of dedicated service, military retirees often find themselves at a loss when it comes to their financial planning and investments. They may have been promised a comfortable retirement, but with pensions being slashed and investments tanking, that's becoming increasingly difficult to achieve.
It can be a lot to handle, and that's why US VetWealth is here to help. After more than 15 years helping retirees prepare financially for more autonomy, impact & work/life balance, we discovered it's better that we look at your transition from the outside in.
We believe that the most important part of transition is focusing on your military pension. We specialize in helping military retirees transition financially to civilian life, and we know all the ins and outs of pension protection. We'll help you create a solid financial foundation for your military retirement planning, so you can catch your breath, or relax and enjoy this next phase of your life.
You’re In the Right Place If…
You are a retiring or retired career military officer or NCO who is looking for financial services and consulting that focuses primarily on helping you maximize the opportunity of a life-time military retirement pension. So that you can avoid needing another 20 year career.
why we are different
Our Financial Values
Rather than "manage your money", We help you reclaim the ownership of your money by showing you how to take responsibility for your income potential.
There comes a time when you will want to stop following orders or allowing anyone outside your family to dictate your time.
Money is only a store of value and can always be replaced. That is why we focus more on using your money to create more time because we only have so much.
The easiest path to wealth is to lean into the skills and experiences that allow you to make the greatest impact on others. We help you invest in yourself.
After decades of military service it can be a struggle to find meaningful work unless you reposition your financial resources to support your purpose.
As a newly minted high-income-earner you now have the ability to save and invest outside the conventional financial model that keeps you working longer.
Your family and your personal hobbies have had to take a back seat to your military duties for years. You want to avoid making this sacrifice again.
If you cherish the time and talent it has taken you to earn the income and save assets you've accumulated then you will want to protect it so that you can use it.
The US Vetwealth philosophy
Learn More About Our Story
"Military Retirees are shocked to learn they are expected to begin another 20+ year career because their financial advisor told them to save & invest for the wrong retirement.
They don't need more financial planning, they need a bigger, better and privately owned pension to compliment their military retirement pay."
Scott R. Tucker
I'm Scott R. Tucker, a former Army Officer, a West Point grad, and author four books with unconventional ideas about military retirement, life and wealth. I'm also a veteran frustrated at the lazy financial education and career limitations imposed on our community.
When I left the Army in 2008 and became a financial planner, I began an eye-opening journey that led me to the discovery that the entirety of conventional military financial advice (even from fiduciaries & the Thrift Savings Plan) is designed to benefit the money managers on Wall Street, not you.
My new mission is to help Military Retirees access the truth about the financial services industry and what they can do to get out from under the costly "financial expert" trap.
If we've learned anything in the post 9/11 era, it’s that military retirees want autonomy, work/life balance, and to make an impact again when the time is right.
We offer access to safe investment strategies and the confidence to meet your life goals as they evolve, rather than locking yourself into a 40+ year plan with zero guarantees.
We help you create a "Private Pension" for your wealth so that you have more ownership of your assets, increased access to your money whenever you want it, and the ability to profit without additional rules, taxes and fees.
What this means is that you can finally have the financial stability and flexibility for whatever post-military goals are meaningful to you and your family.
-Scott R. Tucker