Stars & Stripes Financial Advisors specializes in helping Veterans define and achieve their financial goals so they can focus on living a life filled with honor, purpose and integrity. We believe that financial advice should be a natural extension of who you are and therefore tailor fit to your unique set of circumstances.
For some people this involves developing a budget, choosing an appropriate savings rate for retirement and selecting the right assets to invest in. For others it could involve making a plan to reduce your taxes, make sure you have the appropriate insurance coverage and saving for your kids to go to college. And for others it involves working on all of these areas and more.
In short, we help Veterans achieve their goals through Financial Planning and Investment Management.
Do you have a plan that is tailored to you?
No matter where you are on your journey we can serve you. Our advice is affordable and accessible.
Years of experience have prepared us to guide you through your life transitions, during service and after.
Honor, integrity and service. We believe values matter, and we live by ours every day.
Thrift Savings Plan (TSP)
Educational & Traditional IRAs
Simple, Roth & SEP IRAs
Treasury Bills & Notes
Money Purchasing Plans
Profit Sharing Plans
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success at Stars & Stripes Financial Advisors.
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