I specialize in assisting Majors, Lieutenant Colonels, and Colonels as they flow through CGSC and the School for Command Prep Courses. Additionally, I cater to DA Civilians and Contractors. This is because I come from a military family and am a career Infantry officer. I understand post-military transitions to new careers and how to answer the questions:
How much money do I need to save for full retirement?
How should I invest my TSP or 401(k)?
Am I able to quit working…do I have enough saved?
Should I enroll in the Survivor Benefits Plan?
There are few Financial Planners that understand the various intricacies of your retirement benefits, tax-free vs taxable pay, the “accidental landlord” due to PCS moves, etc…
We can meet face-to-face when you are at Fort Leavenworth, but when you PCS we meet virtually as the practice is set up to take advantage of the latest technology.
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