Your Retirement Doesn’t Look Like Most People’s. Your Strategy Shouldn’t Either.
A direct conversation with someone who works only with military retirees — about how your pension, SBP, VGLI, and TSP actually fit together, what your post-military plans look like, and whether what you’ve got in place is doing what you need it to do.
Book Your Strategy Call
30 minutes by phone or Zoom. No obligation.
What Happens Next
You’ll get a confirmation from Calendly with the call details.
Nothing to prep — no paperwork, no homework before we talk.
We’ll start the call with your situation and go from there.
What It Is, and What It Isn’t
What This Call Is
- A focused look at the decisions in front of you — and the ones you’ve already made.
- A chance to ask whatever questions you’ve been carrying and get direct answers.
- An honest read on whether what you’ve got is set up to do what you think it’s doing.
- A conversation we’ll happily have with both spouses — the decision matters to both of you.
- Thirty minutes, your pace, no obligation to move forward.
What This Call Isn’t
- A product presentation or sales pitch.
- A commitment to anything — financially or otherwise.
- A one-size-fits-all script — your situation is yours.
- The end of the conversation if there’s more to talk about.
US VetWealth is a gold mine for military retirees! Scott helped my family solve life insurance, long-term care, risk mitigation, distribution strategy, tax problems, and more. He encouraged me to proceed at my own pace, do my independent research, and bring my personal financial advisor into all the conversations so that everything was transparent!
Before You Book
What does this cost?
Nothing. The strategy call is complimentary. There’s no fee for the call and no obligation after it.
Will you try to sell me a product on this call?
No. The first call is a conversation, not a pitch. If we identify something specific that might fit your situation, we’d cover it on a follow-up — and only if you want to keep talking.
Do I need to bring anything or prepare?
No prep required. If you happen to know your current SBP election, VGLI status, and TSP allocation off the top of your head, that helps — but it’s not necessary.
I’m already working with a financial advisor. Is this still useful?
Yes. A lot of our clients already work with a financial professional of some capacity. We act as specific consultants in the world of military retirees and veteran business owners, implementing insurance strategies to complement your existing plan — whether you have an advisor or you manage things yourself. Not trying to replace what’s already working for you.
I’m not retiring for several years — is it too early?
It’s not. The earlier you understand your options, the more leverage you have. SBP, VGLI, and TSP decisions all have windows that close — getting ahead of them is the whole point.
What if I’ve already retired from the military? Can I still get something out of this call?
Yes. The conversation just looks different depending on where you are. If you’re already out with multiple income sources, there’s likely a tax bracket conversation, a life insurance review, or an estate and legacy planning angle worth a look. If you’ve started a business since you took off the uniform, that opens up a different set of opportunities most advisors don’t see. Whether you retired six months ago or fifteen years ago, the conversation still has value.
Are you affiliated with the military, the VA, or any government agency?
No. US VetWealth is a private brokerage. Scott is a USMA graduate and former officer, but the firm has no government affiliation or endorsement.
What happens if I decide not to move forward after this call?
Nothing. You leave with a clearer picture of your options and we wish you well. There’s no follow-up pressure and no list you get added to without asking.
How do you get paid?
We’re paid by the insurance and annuity companies when a client chooses to implement a strategy we recommend — there’s no fee from us to you for the call, the planning conversations, or anything in between. If you don’t move forward, you don’t owe anything. If you do, the carrier compensates us, not you.
The Retirement Conversation
Most Military Retirees Never Have
For career military officers, senior NCOs, and retirees navigating SBP, VGLI, TSP, income protection, and what a strong retirement strategy actually looks like — regardless of where you are in the process.
Book Your Strategy Call
30 minutes. No obligation. Just an honest conversation about your situation.
What this call is
- A conversation about what’s on your mind — SBP, VGLI, TSP, income strategy, or something else
- A chance to ask direct questions and get straight answers
- An honest assessment of whether we’re the right fit for your situation
- 30 minutes, your pace, no pressure to move forward
What this call isn’t
- A product presentation or sales pitch
- A commitment to anything — financially or otherwise
- A one-size-fits-all script — every situation is different
- The only conversation we’ll have if it makes sense to go deeper
US VetWealth is a gold mine for military retirees. His IUL and FIA products are two game changers that I added to my portfolio to help my family solve life insurance, long term care, risk mitigation, distribution strategy, tax problems, and more. Scott encouraged me to proceed at my own pace, do my own independent research, and bring my personal financial advisor into all the conversations so that everything was transparent.
US VetWealth stands out as a current, relevant, and credible resource, offering a unique alternative to ETAP’s broad advice, specializing in personalized financial strategies for SBP and TSP. Their approach ensures military retirees receive tailored guidance, aligning their retirement plans with individual financial objectives for a secure and well-planned future.
