Addressing the unique needs of veterans
We deeply honor the sacrifices made by those who’ve served in the military, and we’re committed to helping veterans feel confident in their financial well-being and that of their families. With years of experience working with active and former military personnel, our knowledgeable team understands the unique financial challenges veterans face. We’re here to help you navigate government benefits, optimize tax-free and hazardous duty pay, and explore potential tax strategies for life after service.
Our expertise also extends to working with you to review the benefits of your Thrift Savings Plan (TSP). We’ll work with you to determine the best timing and strategies for distributions that align with your life and financial goals. No matter where you are in your military career, we’ll partner with you to create a tailored plan that empowers you to pursue your personal, professional, and financial objectives, ensuring you can enjoy the present while preparing for the future.
Raymond James and its advisors do not offer advice on tax issues. Please consult the advice of a tax professional.
Financial 360 and Raymond James Financial Services, Inc. are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by the Thrift Savings Plan.
