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Financial

Explore our range of financial classes tailored to meet the unique needs of veterans and their families. Gain valuable insights and knowledge to help you make informed decisions about housing and financial planning.

Supportive Team

Our dedicated team of Certified Military Housing Specialists is here to provide personalized assistance and guidance. From finding the perfect housing solutions to navigating financial resources, we are committed to supporting you every step of the way.

Community Engagement

Join our community engagement initiatives designed to foster connections and support among veterans. Participate in events, workshops, and networking opportunities to build relationships, share experiences, and access valuable resources.

Expert Advice

Get expert advice from our team of specialists who understand the unique challenges faced by veterans. Whether you need assistance with housing options, financial planning, or accessing benefits, we are here to provide you with the guidance and support you deserve.

01

Building Savings and Wealth

Identifying your GOALS

Comprehend the effects of Time and Inflation on your asset

03

Preparing with Proper Protection

Why PROPER PROTECTION is the foundation.  The value of property protecting your ASSETS & Liabilities

02

Increase Cash Flow and Manage Debt

Discover $100 or more that you don't know you had.  Build a real plan to be DEBT FREE faster

04

Your Health & Wealth

The financial importance and impact of your HEALTH. Strategies to transfer and preserve your wealth. Ensuring your last wishes are prepared & carried out.

05

Understanding Asset Accumulation Strategies

Accumulating wealth and the cost of waiting.  Looking at historical returns, average returns, your returns. Strategies and Minimizing Risk

07

One and one guidance on your financial goal

06

Fulfilling Long Term Goals

Planning for the Cost of Higher Education. Pensions, IRAs, Annuities, Rollover Options and more.  Understanding the TAX IMPACT

08

Guiding you from A-Z

One and one appointment

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