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Military Financial Planning

Where Do You Want to Be?

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

AAFMAA’s Military Financial Planning Services:

What Is Included?

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

Who is it for?

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

Chart Your Course with Military Financial Services

Military servicemembers and their families live a rewarding yet challenging lifestyle. Between deployments, relocations, family separations and other stressful military life changes, the last thing military families need to worry about is their financial situation.

Many members of the military need to start making big financial decisions at a young age, and these decisions can have a great impact on their career moving forward. As your military family begins to grow, financial planning relating to education, homebuying, retirement and more all come into play.

Making these important financial decisions is challenging for any individual, but layer on the specific needs of a military lifestyle and it can become overwhelming.

Learn more about wealth management for the military community.

While there are many important decisions to be made regarding your finances, you don’t have to go it alone. AAFMAA’s military financial advisors are here to help you build your wealth and preserve your legacy—because you deserve financial solutions designed for military families and that put your best interests first, always.

 

Call us today at 910-390-1425 or contact us online to learn more.
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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, AAFMAA Wealth Management & Trust 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 three or 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 last 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.

Financial Planning Glossary

What is Net Worth?

Net worth is the value the assets a person owns minus the liabilities they owe.

What is Cash Flow?

Cash flow is the movement of money in and out of an individual’s accounts.

What is an Insurance Analysis?

An insurance analysis is an assessment of an individual’s financial situation to determine the risk an individual is able to assume in order to buy the correct amount of insurance coverage.

What is Education Funding?

Education funding is the process of calculating the costs of education for an individual or multiple individuals and subsequently charting a plan of action to save funds.

What is Retirement Planning?

Retirement planning is the process of determining retirement income goals and creating a plan of action to achieve those goals over an extended period of time.

What is Estate Planning?

Estate planning is the process of making plans for the transfer of an individual’s estate—cash, property and possessions—after their death.