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Buying a home. Saving for college. Retirement planning. We all have financial goals, but often have no idea how to make them happen. For members of the military, too often these goals take a back seat to frequent deployments and PCS moves. Members need a “financial roadmap” to chart out the best route to achieve their financial goals. That’s where Financial Planning comes in.
Financial planning provides meaning and direction to your financial choices. By clearly identifying and prioritizing your personal financial goals, you can better understand how each financial decision impacts other areas of your finances. Once you’ve built out the base plan that shows where you are today, you can begin to examine your “what-if” scenarios and decide what impact your future decisions might have on your long term financial success.
You may not always know what the future will hold, but with sound financial planning you can breathe easy knowing that—good or bad—you and your family are going to be able to weather the ups and downs.
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Copyright 2023 American Armed Forces Mutual Aid Association. 102 Sheridan Avenue, Ft. Myer, VA 22211-1110
The U.S. Government does not sanction, recommend or encourage the sale of these life insurance products. Subsidized life insurance may be available from the Federal Government.
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Financial Planning, Investment Management, and Trust Services provided by AAFMAA Wealth Management & Trust, a North Carolina Limited Liability Company wholly owned by AAFMAA.
Physical address: 639 Executive Place, Suite 200, Fayetteville, NC 28305.
Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice and we encourage you to seek guidance from your tax and legal advisors.
Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of
any government agency or any bank, and they involve risk including possible loss of principal.
Mortgage services provided by AAFMAA Mortgage Services LLC (AMS), a wholly-owned subsidiary of AAFMAA. AMS is available for the financing of residential
property in the states listed on our Legal & Licensing page. All loans are subject to
credit approval and other criteria. Physical address: 1 Copley Pkwy, Suite 420, Morrisville, NC 27560. Lender NMLS: 1423968,
https://www.nmlsconsumeraccess.org/, Equal Housing Lender, Veteran Affairs (VA) approved lender
# 668521-00-00; not endorsed or sponsored by the Dept. of Veterans Affairs or any government agency.
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