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Retirement Planning
College Planning
Debt Elimination
VA Home Loan Consultation – including information on the VA IRRRL modification program
TSP, 401k, 403b, Pension Rollovers and Transfers
Investment Planning
Military and Federal Benefits Review and Planning
For those that need to get started with their personal planning we can:
- Help set goals for long term needs
- Assist in formulating a debt elimination strategy
- Set up a monthly investment plan determined by an assessment of your needs and budget
For those that have already started planning we can:
- Reassess and review your goals and needs
- Review of your current insurance and investments allocations
- Review your debt elimination progress
For all Military and Federal Service Members we can:
- Review VA Home Loan Benefits
- Review your Retirement Plan choices:
- Active Duty Military - Hi 3 or REDUX, which one is right for you?
- Federal Service - Information on Military Buyback, including Guard and Reserve time.
- Reserve and National Guard Retirement Calculations, understanding the point system.
- Calculate your Retirement Pay and determine how much more will be needed in order to retire comfortably
- Thrift Savings Plan. TSP and the new TSP ROTH, review the investment choices within the TSP and which plan offers the best tax benefits for your family.
- Survivor Benefit Plan. Review your SBP maximum benefit and reduced benefit options as well as alternative options to the SBP.
- Review the Post 911 GI Bill benefits and integrate the transfer benefits in a comprehensive college savings plan for you, your spouse and children.
- SGLI, FEGLI, VGLI- review your group life insurance plans to see if they will continue to meet your needs beyond your retirement years.
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