Frequently Asked Questions
Frequently Asked Questions
Please take a look at some of these common questions people like you ask to help you understand who we are, what we do and how.
Who Do You Serve?
We provide financial planing and advisory to service members, veterans and their families.
We believe that because we have lived the experience of being in the military we can serve this community better than those who have never served. First hand experience with the Thrift Savings Plan, VA benefits, and transitioning out of the military are just a few of the things that set us apart. Because we understand what it is like to serve, we can bring value to our clients faster and more robustly than those who have no experience in this area.
Do You Work With Reservists and National Guard?
Yes, we work with National Guard and Reserve service members. As a Reserve or National Guard service member you likely have a more complicated financial situation than your active duty or civilian counterparts. Living your life with one foot in the military and the other in the civilian world comes with many complexities others will never know. It is our privilage to serve you.
Do You Only Work With People in the Military Community?
No, we work with people from all walks of life. However, we specialize in providing service to people from the military community because of our background and expertise within this community.
I Don't Live in the Atlanta Metro Area, Can I Still Work With You?
Yes, we work with clients who are spread out all over the country and the world. The military can take you anywhere across the globe and we are committed to providing our service no matter where that is.
Are You A Fee-Only Financial Advisor?
Yes, Stars & Stripes Financial Advisors is a fee-only financial advisor. We do not get paid commissions nor do we receive kick-backs for selling you financial products.
How Do Fee-Only Financial Advisors Get Paid?
We do not get paid through financial product sales, we only get paid by you.
In our practice we offer comprehensive financial planning, hourly financial advice and investment management services. We charge for these services as follows:
- Comprehensive Financial Planning: A monthly-fee based on the financial complexity in your life. Comprehensive client's finacial complexity is reassessed once every 12 months.
- Hourly Financial Advice: An hourly-fee based on the hours required to complete the scope of work you agree to in the proposal.
- Investment Management: An assets under management fee (AUM) based on the amount of assets we manage on your behalf.
See our Pricing Page for more details.