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Veteran Financial Planning

It’s Never Too Late to Plan Ahead

  • CheckmarkA "roadmap" to reach your financial goals
  • CheckmarkA free financial dashboard to track your progress
  • CheckmarkVeterans, military retirees, and surviving military spouses

Financial Planning for Veterans

What Is Included?

  • Net worth assessment
  • Cash flow analysis
  • Comprehensive insurance analysis
  • Education funding
  • Retirement planning
  • Estate planning

Who is it for?

  • Current and former U.S. military servicemembers
    • Transitioning out of military
    • Veterans
    • Retirees
  • Surviving Spouses

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Veteran Financial Services from AAFMAA Wealth Management & Trust

Whether you’re transitioning back to civilian life after a few years serving our country or you’re retiring from a long career of military service, managing your finances can be challenging. Loan and debt repayment, retirement planning, pensions, and disability pay are just a few financial circumstances Veterans, retirees, and military spouses must navigate.

Chart a course to financial stability and confidence with assistance from AAFMAA Wealth Management & Trust LLC (AWM&T) . We offer a range of financial services for Veterans and retired military including planning for educational needs, estate planning, net worth and cash flow analyses to help you budget and more. Our team works with you to establish your financial goals and help you build the "roadmap" to achieve them —monitoring financial performance along the way to ensure you’re on track to succeed.

Speak with a Relationship Manager to Get Started

Financial planning can feel overwhelming, but AAFMAA Wealth Management & Trust can help make the process as seamless as possible for Veterans and retirees like you. Call 910-390-1425 to chat with a Relationship Manager or contact us online today.

Common Questions

To create a comprehensive financial plan, Veterans and retirees need to provide information about their family, income and expenses, assets and investments, tax returns, retirement schedules or projections, as well as any existing insurance and estate planning documents. You will also discuss your personal and financial goals and timeframe.

Most of our financial planning engagements encompass three touch-points between you and your financial planning team. After we collect and analyze all necessary background information, you will have an opportunity to review the results and discuss any modifications that need to be made if it appears that any of your goals cannot be met.

The fee for a comprehensive financial plan is $3,500. We provide financial planning services to Veterans on a fee-only basis. You have no obligation or expectation to execute any of the plan recommendations with AWM&T or any of its affiliates, however, our expert Relationship Managers stand ready to assist you should you choose to take advantage of our investment management or trust administration services.