Picture of an older coupleThey 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

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