Top 10 Best Retirement Investing Veteran Owned BusinessesVeteran Owned Business Directory

My job is to help people manage their investments so that they can focus on more important things in their lives. I help my clients with saving for Retirement, Education for Kids, Life Insurance and Estate Planning. My branch team and I will work with you to find out what goals are important to you and tailor how we work with you to reach those goals.

New York Life Independent Agent - Dung Mai offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions. Comments on the Military and Business Ownership It taught disciplined, handwork, communication, as well as other key attributes necessary to my desired goals.

Hill and McCoy Financial is a veteran-owned and run Financial Advisor firm that specializes in helping individual owner-ops, small trucking companies, and entrepreneurs save for retirement and make sure their businesses are protected and positioned best to grow and hire quality employees. We are partnered with Mutual of Omaha Advisors and a Broker giving us the ability to do what is best for our clients. Comments on the Military and Business Ownership By showing me how much-paying attention to detail, organization, and keeping a calm and positive outlook on things can be the difference between being successful and having the people around you actually want to listen and follow your lead.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management analysis We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Comments on the Military and Business Ownership I have now spent over 22 years in the Army in both an active and reserve capacity. I owe all of my leadership abilities to my service. They were either skills I learned in service or inherent skills that were honed during my time as an Army leader.

AGILE CAPITAL is an SEC Registered Investment Management firm, employee owned, SDVOSB. Agile is known in the industry as an "Emerging Manager"​ We have developed risk managed strategies covering all major asset classes. Our objective is to reduce the impact of large and drawn out negative shocks to portfolios while leaving upside potential intact throughout. Agile-not fragile.

uVest Advisory Group, LLC is a fiduciary fee-only investment advisor. We perform equity analysis and selection, retirement planning, budgeting, and wealth management services. Comments on the Military and Business Ownership It has taught me to adapt and overcome.

We believe in personalized strategies tailored to our clients' unique goals, values, and financial situations. With a commitment to exceptional customer service and a fiduciary responsibility, we offer low-cost investments, globally diversified portfolios, tax-efficient strategies, and rules-based rebalancing.

World Financial Group, Your Dreams, Our Strategies® It's more than just a slogan, it's a way of doing business at World Financial Group Inc. WFG associates work hand-in-hand with clients to help them find products and strategies that match their goals. Associates share with clients how to use a proper financial education to provide a solid foundation upon which they can build their dreams.

Be Financially Fit helps military and veterans plan for their financial future. One thing I’ve learned through my years of serving in the military, being self-employed, and traveling the world is that there are a few vital things we all need in order to enjoy life to the fullest: good health, good communities around us, and good financial advice.