Buying a home. Saving for college. Retirement planning. We all have financial goals we want to achieve, but often have no idea how to get there. For members of the military, too often these goals take a back seat to frequent deployments and PCS moves. We all need a “financial roadmap” to chart out the best route to achieve our financial goals.
We invite you to learn more about our financial planning services and how we can partner with you to provide the best future for your family. If you are a current or potential AAFMAA member and would like to speak with us about Financial Planning, please call us at 910-307-3500 for our Fayetteville office, 703-707-8020 for our Reston office, 407-636-8112 for our Florida office, or toll-free at 1-800-522-5221.
For answers to some frequently asked questions, please CLICK HERE
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Our financial plan focuses on six different areas:
The real value in financial planning lies in the implementation and monitoring of the decisions you make – otherwise, the plan will be nothing other than a large notebook gathering dust on your shelf. AAFMAA Wealth Management & Trust will continue to work with you to be sure you put ideas into action.
**This communication is not a covered opinion as defined in Circular 230 and is limited to the Federal tax issues addressed herein. Additional issues may exist that affect the Federal tax treatment of the transaction. The communication was not intended or written to be used, or relied upon, by the taxpayer, to avoid federal tax penalties.
Put your family at ease