Top 10 Best 401(K) Plans Veteran Owned BusinessesVeteran Owned Business Directory

Wasatch Smart Finance is a life insurance and annuity agency. We try to find the RIGHT fit for life insurance for you. We assist in planning your future. Comments on the Military and Business Ownership I guess it taught me to persevere even in the face of failure.

Guiding you through the financial planning process is my professional passion. This process of discovery creates an awareness of the many risks you are personally facing, allows you to hone in on your short and long-term goals, and provides a path to help you overcome the many challenges standing in the way of those goals. I advocate coordination with your other professional advisors. Completing the Masters of Science degree in Personal Financial Planning has deeply broadened my professional knowledge. The nearly three-year-long study program helped me develop a deep understanding of risk management, income tax issues, retirement income, estate planning, long-term care, life, and disability insurance, and portfolio management concepts. All of these concepts play an important part in helping guide you through the financial planning process.

Our mission is to meet the needs of our clients - we'll work with you to address your individual/business goals and objectives so you can focus on what matters now, while we focus on what matters later. We provide full financial planning services, life/disability insurance, educational and retirement planning, as well as investment account management. Comments on the Military and Business Ownership Living under the West Point motto of "Duty, Honor, Country", I take doing good, honest business to heart. As a Financial Advisor, I am responsible for providing guidance that directly affects my clients' ability to pay bills, provide for themselves/family, achieve goals, etc. Consistently proving myself to be an honest, competent, and hardworking advisor is key to gaining and, more importantly, retaining clients. Work ethic, respect for others, and constant learning are Army values I use today

Charlie Snyder Agency is a full service insurance agency including auto, home, classic car, motorcycle, boat, renter, landlord, ATV, life, disability, accident, cancer, health, workplace benefits, retirement and 401k rollover services. Comments on the Military and Business Ownership The four years I spent on active duty helped shape my work ethic. I joined the Army at eighteen years of age and when I left at twenty two I was ready to pursue an academic career in which I completed an MBA. I now own an Allstate Insurance agency and I can attribute my success to the leadership skills I gained from my experience in the Army.

On Point Strategic Planning is Veteran owned business dedicated to providing you with complete financial solutions, specifically focused on building long-term relationships with individuals, employees, and business owners to achieve financial security.We believe intentional decision making, backed by knowledge, builds a solid foundation where you can grow, thrive and live with confidence. Our goal is to provide families and business owners with assistance in building their financial freedom. We have spent the last 14 years passionately helping business owners, families and families who have dependents with developmental or physical disabilities secure greater futures for themselves and the individuals they love. Our dedication comes from personal experiences which allows us to fully comprehend the complexities families face. WHAT WE DO: Financial Planning | Special Needs Planning | Estate Planning | Retirement & Income Planning | Pension Planning | Portfolio Management | College & Education Planning (529) | Social Security Optimization | Long Term Care Insurance | Life Insurance | Disability Insurance | Health Insurance | Asset Management Domiciled in NJ. Registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 186 Wood Ave S, Suite 301, Iselin NJ 08830. (732) 623-5700. CRN202206-265706

Tactical Capital Management is a Registered Investment Advisory firm regulated by the State of Missouri. The firm specializes in fee based only management of investment assets of individuals, small business owners, 401(k) plans and trusts. Tactical Capital Management utilizes post-modern portfolio theory combining fundamental, strategic & technical analysis in managing assets in dynamic markets. Comments on the Military and Business Ownership As a Viet Nam veteran I have gained respect for the commitment all military service members have given to our country and believe that service should be translated into real benefits to both citizens wanting to do business with products and services made and provided in the Untied States, as well as, those veteran owned businesses providing goods and services.

Having served in the US Army for 8 years, I am acutely aware of specific financial challenges (and benefits) that exist for service members and their families. As veterans, it is often difficult to make sense of everything that is at our family's disposal. I can help you with everything from understanding how your VA disability can impact your taxes to ensuring you have enough savings to retire. Comments on the Military and Business Ownership The military solidified tenets taught to me by my family; hard work and making the best of every situation. Effective communication and quick decision making in the midst of a difficult situations are key to developing a business, or leading soldiers into battle.

Paladin Wealth Partners is an independent, veteran-owned practice that provides wealth management services to families, executives and business owners, helping them make sound decisions regarding their finances and investments with a primary focus on protection and growth of their assets. Our six-person wealth management team has worked together for over 20 years acting as our client’s primary source of financial advice delivering superior service, putting clients at ease and simplifying their investment strategy. Paladin Wealth Partners is owned by two veterans: Patrick Donnelly, CFP© (Army) and Michael S. Martin, CRPC© (USMC) Comments on the Military and Business Ownership Through our service in the US Army and USMC, we have spent the better part of our lives defending this great nation and helping its citizens preserve their right to pursue life, liberty and happiness. It is quite natural for us to continue defending those same families - helping them build, manage and protect their wealth while pursuing and achieving their noblest dreams, hopes and wishes.

If I could help you organize, build, protect, transfer wealth, & bring peace of mind, would you be interested? Comments on the Military and Business Ownership The leadership training I received and serving as a First Sergeant and in the Inspector General's Office help me hone my skills and prepared me for the opportunity to service others as a Financial Advisor.

Founded in 1996, The Kidder Company is a full-service, independent, retirement and financial consulting firm. We are recognized for our expertise and creativity. And we are focused on providing responsive, high-touch guidance to our clients. Our objective is always to deliver personalized products and solutions that satisfy the unique needs of owners, companies and their key employees.

Founded in 1994 and with over 65 years of combined investment management experience, Rossi and Associates is a full service wealth & investments management firm offering custom portfolios with each clients needs and risk tolerances considered. Securities are offered through First Allied Securities, Inc, member FINRA/SiPC while Advisory Services are offered through Rossi & Associates, a Registered Investment Advisor. Client service is of utmost importance at Rossi and Associates. This is why we created The Advantage Program (R) over 20 years ago. We do not charge an added RIA management fee. Comments on the Military and Business Ownership 4 years in the USAF in SAC taught me the value of discipline, the value of teamwork and the necessity of good leadership.

Financial Depot is a Register Investment Advisor. Our goal is to provide dividend growth for our clients so they will have disposable cash flow to spend or build wealth by re-investing. Dividend Growth adds value over time as companies increase cash payouts to the share holders.