For Military Retirees
Guarantee Your lifetime Income
We Help You duplicate your Military Pension
Military retirement marks the beginning of a new chapter. It's a time to reflect on your service and look forward to the future. But with this transition comes the challenge of ensuring your financial security for years to come.
Discover how to maximize your TSP benefits with strategies designed for military retirees. Get Your Free TSP to FIA Rollover Blueprint.
Why this matters
Transition to a Rewarding Retirement
Your military service may have concluded, but the journey ahead is rich with possibility. Retirement planning is more than safeguarding assets; it's about charting a course for a future that's as rewarding and impactful as your years of service.
Overcoming Retirement Worries
Retirement should be a time of peace and fulfillment, not uncertainty and worry. Yet, many military retirees find themselves navigating a complex financial landscape, unsure if their savings will weather the volatility of the market and last through their retirement years.
From Service to Security: A Seamless Transition
The TSP to FIA Rollover strategy is more than a financial plan; it's a compass for this next phase, guiding you towards a retirement that fulfills the promise of your service—a future defined by security, prosperity, and the freedom to live on your terms.
What Retirees Tell Us They Need
Unveiling realities of retirement options
Skeptical of government advice, I sought alternatives to SBP and life insurance. US VetWealth revealed crucial truths, prioritizing my goals over profits, proving invaluable for military retirees like me.
Greg Lee
USA LTC (R) - USMA
Finding clarity with the War Chest strategy
Retiring from the military was overwhelming, especially when it came to SBP and TSP decisions. The advice I received was confusing at best. Discovering Scott's unique perspective on these choices brought the clarity I desperately needed. I couldn't be more happy!
David Palacios
USCG CW5 (R)
Protected Retirement Accounts
Safeguard your financial future with accounts designed to withstand economic fluctuations.
Increasing Guaranteed Lifetime Income
Experience the comfort of a guaranteed income that grows, ensuring your prosperity lasts a lifetime.
Access to cash values
Enjoy the freedom to tap into your account's cash value for life’s unexpected moments or opportunities.
Flexible Death & LONG TERM Care BEnefits
Tailor your plan with benefits that evolve, offering comprehensive protection for death and long-term care needs.
Introducing The WAR CHEST STRATEGY
Inflation Protection
Protect against the eroding effects of inflation with strategies designed to increase your income, preserving your standard of living over time.
No Annual Contribution Limits
Maximize your retirement savings potential without the restrictions of annual limits, enabling a more aggressive or tailored saving strategy.
Multiple Index Options
Diversify your retirement investment with the choice of multiple indices, tailoring your strategy to align with market performance and your goals.
No Advisory Fees
Enjoy the full potential of your retirement investment without the burden of advisory fees, ensuring a more efficient growth of your savings.
STEP-UP LOCK IN Feature
Secure your gains with the step-up feature, locking in investment highs and safeguarding your income against market downturns.
Bonus Credits
Receive an upfront increase in your investment with bonus credits, jumpstarting your retirement savings and enhancing your future income potential.
How it works
How to Convert Your TSP into a Stable Income
We Appraise Your Assets & Earnings
Begin your journey with a comprehensive appraisal of your current TSP, pension benefits, and income earning potential. This crucial first step ensures you have a clear understanding of where you stand financially, paving the way for informed decisions. By Reviewing your benefits, you're laying the groundwork for a secure future.
Deep Military Insight: Our team's specialty is an in-depth understanding of military pensions and benefits.
Innovative Solutions: Stay ahead with our forward-thinking approaches to pension optimization and asset protection.
Tailored to You: Every strategy we recommend is privatized to fit your individual financial situation and needs.
Ongoing Support & Education: We empower you with knowledge and provide ongoing support throughout your retirement journey.