They Served Us – Now We Serve Them!
Many of Our Members specialize in Financial and Retirement Planning for Veterans and Their Families.
Veterans are eligible for a number of unique benefits not available to the general public. It is critical to the financial well-being of our veterans and their families that these benefits are integrated into their retirement and wealth transfer thinking.
- We work with Attorneys knowledgeable in veteran’s benefit law
- We work with Accountants familiar with VA financial reporting rules
- We work with Service Charities that interface directly with the VA
- We are familiar with the qualification requirements for dozens of little known benefits for veterans and their family members
- Part of our mission is to increase the wealth you can transfer to the next generation
- The Charities we work with have helped thousands of veterans navigate the VA bureaucracy and trigger over $42 Million in benefits
For a free no-cost discussion of our Veteran’s Financial Design Service
Call 1-541-360-0274 -OR-
Request a Contact by filling out the form below