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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 $600.  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. 


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



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