facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

My Services:

Quick Start Planning

Quick Start Planning

For Veterans and Military families in need of immediate military financial planner assistance I offer quick start planning for an upfront fee of $1,500.  This involves up to 90 minutes of face to face meeting time via web-conferencing or in office meetings.  During these meetings we can discuss up to 3 financial planning topics.

How does it work?

Over the course of 90 minutes worth of meeting time we gain an understanding of what is important to you and what life you want to lead.  Our work together culminates with a solution to your specific problems created together.  We meet virtually or in face for 2 45 minute meetings or one 90 minute meeting.   

Examples of the Topics we Discuss Include:

Thrift Savings Plan

Blended Retirement System

Military Tax Benefits

The Survivor Benefits Plan

GI Bill Benefits

VA Disability Benefits

Request More Information