Services
Services
Financial Advice for Military Service Members, Veterans and their Families
Stars & Stripes Financial Advisors specializes in helping military service members, veterans and their families 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 military service members, veterans and their families achieve their financial goals.
Do you have a financial plan that is tailored to you?
Hourly Financial Advice
Do you want a professional to talk to for a short conversation, or a limited scope of work? If so our Hourly Financial Advice offering is the best choice.
Comprehensive Financial Planning
If you want a full financial plan, help implementing it and to have a financial advisor you at your fingertips, this is the best option for you.
Investment Management
Do you want someone to manage your investments for you because you are too busy to do it yourself, uninterested in it or aren't sure how? Then look into this option.
Complimentary Consultation
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.
Educational Resources
Top 5 Things to Tell Your Financial Pro
Preparation is the Key to Retirement