We serve military personnel
by reflecting on our own experience
Whether deployed or stateside, active duty or retired, military personnel face a different level of financial management complexity. As former U.S. Navy aviators and now financial advisors, we understand the unique challenges, risks and rewards that life in the military can bring. And we have a passion for helping service members take care of themselves and their families.
We understand both the personal and financial dynamics of deployment, and we’re here to help. We can help you make the most of benefits such as tax-free pay and hazardous duty pay. We can also help manage insurance and legacy planning to help relieve those additional worries so you can concentrate on the job at hand.
At some point it is inevitable that a service member will choose to leave the military. Leaving early in one’s career versus staying for 30 years can mean a difference of tens of thousands of dollars – or more. We can help you with the calculations necessary to understand how your job in civilian life will compare financially to your military career, including taking into account the value of the military benefits you’ll give up. There are also taxes you may have to pay in the state where you’ll live after you leave the service. Whatever the case, we can help you create a plan that makes the most sense for you and your family both personally and financially, and help you manage the process and the many details all along the way.
Importantly, we can help coordinate our services around the logistics of your lifestyle. We understand you can be in the U.S. one day and stationed somewhere around the globe the next. It doesn’t matter to us, because we’re ready and equipped to serve you no matter where you are in the world.
Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
“The purpose of human life is to serve, and to show compassion and the will to help others.”