Yes, we offer specialized financial services tailored to the unique needs and circumstances of military families. We understand the distinct challenges and opportunities that come with military service and have developed expertise to address these specific situations:

Military-Specific Protection Planning:

• Servicemembers' Group Life Insurance (SGLI) Analysis
  • Evaluation of coverage adequacy
  • Supplemental insurance recommendations when needed
  • Coordination with civilian insurance options
  • Family Servicemembers' Group Life Insurance (FSGLI) review
• Deployment Preparation
  • Pre-deployment financial checklist
  • Power of attorney arrangements
  • Emergency fund reinforcement
  • Family financial management during separation
  • Combat zone tax exclusion planning
• Survivor Benefit Planning
  • Survivor Benefit Plan (SBP) analysis
  • Dependency and Indemnity Compensation coordination
  • Comprehensive survivor financial strategy
  • Beneficiary designation optimization

Military Benefits Optimization:

• Thrift Savings Plan (TSP) Strategies
  • Fund selection and allocation guidance
  • Contribution optimization
  • Traditional vs. Roth TSP analysis
  • Integration with overall retirement strategy
• Blended Retirement System Planning
  • Legacy vs. BRS comparison for eligible members
  • Continuation pay optimization
  • TSP matching maximization
  • Lump sum option analysis
• VA Benefits Coordination
  • VA loan utilization strategies
  • Disability benefit planning
  • Education benefit optimization (GI Bill)
  • Healthcare benefit coordination

Military Life Transition Planning:

• PCS Financial Planning
  • Relocation expense management
  • Housing decisions (rent vs. buy analysis)
  • State residency optimization for tax purposes
  • Property management for owned homes
• Military-to-Civilian Transition
  • Financial preparation for separation/retirement
  • Civilian employment income planning
  • Benefits replacement strategies
  • Pension and separation pay optimization
• Post-Military Career Planning
  • Second career financial strategies
  • Small business startup planning for veterans
  • Education funding for career transitions
  • Veteran hiring incentive opportunities

Military Family Support:

• Spouse Career and Financial Planning
  • Portable career development strategies
  • Spouse employment transition assistance
  • Military Spouse Employment Partnership opportunities
  • Spousal retirement planning
• Education Planning
  • Post-9/11 GI Bill transfer optimization
  • Yellow Ribbon Program utilization
  • Military scholarship opportunities
  • Supplemental education funding strategies
• Special Military Savings Programs
  • Savings Deposit Program during deployments
  • Heroes Earned Retirement Opportunities (HERO) Act provisions
  • Military Star Card debt management
  • Military relief society resources

Our services for military families are delivered with a deep appreciation for your service and sacrifice. We understand the complexities of military benefits, the challenges of frequent relocations, and the importance of financial security for those who serve. Our team includes advisors with personal military connections who bring both expertise and empathy to helping military families build financial security while serving their country.