At US VetWealth, the financial services that we offer are fairly unique compared to what you will find with traditional financial planning services, and there’s a reason for that: traditional financial planning focuses on your money largely in the context of preparing for retirement; at US VetWealth we focus on your money as a tool…
I want to talk a little bit about life as a military financial advisor in its traditional form. Then I want to talk about life as a modern, licensed financial entrepreneur who focuses on the military and veteran families, where the industry is going, and maybe a little bit about how the difference between the…
Do You Have a WHY for Your Money?Some people think that the way that you handle your money says a lot about you. But here at US VetWealth, we think that the way that we handle your money says a lot about us. Why? Because we are the only financial services firm in the country…
Your Biggest Lifetime Expense: Taxes on Military RetirementThere is one major problem that everybody ignores, yet I think that this is the greatest cost over any individual’s lifetime and the greatest risk to the American people and the American way of life: taxes. I encourage you to understand the true history of the tax code…
Conventional + Ordinary = MediocrityWhen I did my military to civilian transition I became an adviser at a typical financial planning firm, I had gone through all the standard trainings and licensing. I wasn’t a Certified Financial Planner (CFP), but it’s not that hard to learn the standard retirement planning philosophy and basically follow the…
Modern Military Retiree Financial SolutionsIt’s Time to Stop Taking Orders. It’s Time to Take Control. Your choices, made with financial expert guidance.As a soldier you have dedicated your life to the service of others. Their protection, security, and freedom. It’s an honor, a privilege, and a sacrifice.But what about those closest to you? What about…