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Financial Planning

Where Do You Want to Be?

  • CheckmarkProvide a financial "road map" for financial goals
  • CheckmarkFree Financial Dashboard
  • CheckmarkMembers, Military servicemembers, Surviving Spouse

About Our Financial Planning Service

Includes:

  • Net worth
  • Cash flow
  • Insurance analysis
  • Education funding
  • Retirement planning
  • Estate planning

Who it's for:

  • Current and former US military servicemembers
    • Active Duty
    • Transitioning out of military
    • Veteran
    • Retired
  • Surviving Spouse

Call us today to learn more.
  910-307-3500

Connect with a Relationship Manager

Talking about finances and planning for the future can be overwhelming. Whether you know exactly what you want, or need some more guidance, our Relationship Managers are here to help.

Common Questions

We will ask you to provide us with information about your family, income and expenses, current assets and investments, income tax returns, current retirement schedules or projections, existing insurance and estate planning documents. We will also discuss your personal and financial goals and timeframe.

We expect that most financial planning engagements will encompass four meetings between you and one of our professionals. Once all the initial information has been collected and analyzed, there will be the opportunity to review the results of our initial analysis and discuss any modifications that need to be made if it appears that any of your goals cannot be met. The final plan and recommendations will be presented at the fourth meeting.

The fee for a comprehensive financial plan is $2,100. We provide financial planning services on a “fee only” basis; there is no obligation or expectation that any of the plan recommendations be executed through AAFMAA or any of its affiliates, although you are free to do so if you wish.