The following disclaimer outlines important information about the content and services provided by US VetWealth. Please read carefully.
Educational Purpose Only – No Investment Advice
The information provided on this website, https://usvetwealth.com, and https://militaryretirementblueprint.com is for educational purposes only and should not be considered as investment, tax, legal, or financial advice. It is not a recommendation to purchase or sell any financial product. We encourage individuals to consult with their own financial, tax, or legal professionals regarding their specific circumstances.
Independent Organization – No Government Affiliation
US VetWealth is not affiliated with the Department of Defense (DoD), any branch of the U.S. military, or any government agency. We are an independent organization focused on educating career service members, retirees, and their families about their military benefits, such as the Survivor Benefit Plan (SBP) and Thrift Savings Plan (TSP). While we provide information about alternatives to these benefits for those who are seeking them, we do not claim that such alternatives are inherently better or worse than the benefits offered by the government. Our goal is to empower service members and their families with knowledge so they can make confident, informed decisions about their military retirement pay and benefits.
Content Accuracy and Information Sources
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of US VetWealth, unless otherwise specifically cited. The material presented is believed to be from reliable sources, but our firm makes no representations of such information’s accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
External Links Disclaimer
Our website may provide links to other websites for the convenience of our users. However, US VetWealth has no control over the accuracy or content of these external sites and does not endorse or guarantee the information they provide.
Our Primary Services – Life Insurance and Annuities
Our primary services include offering life insurance and annuity products through licensed insurance agents Scott Tucker and Trevor Maxwell, operating under the DBA US VetWealth. We broker through ASH Brokerage, giving us access to over 70 insurance carriers. However, we operate independently, ensuring flexibility to work in our clients’ best interests.
Life Insurance Disclaimer – Not an Investment
Life insurance products are not investments and should never be treated as such. These products require an insurable interest, and their suitability depends on individual circumstances and objectives. Annuities and insurance products may involve risks and limitations that should be carefully considered before purchase.
State Licensing and Product Availability
The availability of products and services may vary based on state-specific insurance laws and licensing requirements. References to third-party carriers or products are for informational purposes only and do not imply endorsement or affiliation.
Forward-Looking Statements and Updates
While we strive to provide accurate and up-to-date information, the content on this site may not always reflect the most current developments or changes in the industry. Any forward-looking statements are based on assumptions and expectations that may change over time
Investment Advisory Services
Trevor Maxwell is an investment adviser representative operating as a DBA of Cape Securities, offering advisory services in the State of Virginia and other jurisdictions where exempted. The presence of this website shall not be directly or indirectly interpreted as a solicitation of investment advisory services in jurisdictions where not permitted by statute. Follow-up or individualized responses to consumers in specific states involving personalized investment advice for compensation will only occur in compliance with jurisdictional requirements or applicable state exemptions.
Investment advisory services are provided through Cape Investment Advisory, Inc., with clearing services offered by Hilltop Securities, Inc. Additional advisory services are available through Betterment LLC, an SEC-registered investment adviser. Betterment Everyday Savings is offered by Betterment LLC, and brokerage services are provided by Betterment Securities, an SEC-registered broker-dealer and member of FINRA/SIPC.
Acceptance of Terms
Accessing this site constitutes acceptance of our Terms of Use. For tailored guidance or further clarification, please contact us directly to connect with a licensed insurance or investment professional.