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.

Customer confusion is costing you time and money. If you're confused about your marketing imagine what your customers experience. Spending your time on complicated sales processes or marketing strategies will only lead to stalled sales, more confusion and frustration because you aren't getting the results you need. So stop wasting money on marketing that's not getting the results you need to grow your business. As a military veteran, I know you've already faced some of the toughest challenges in your life, growing your business shouldn't be another one. I help veteran led businesses and organizations achieve marketing success by working with you to create a clear message and simple strategies that will engage more of the right customers so you can grow your business. Schedule a Call for a free website audit and marketing assessment. www.coachdanw.com / [email protected] Comments on the Military and Business Ownership Having been in for more than 15 years, the mentorship, leadership and day to day interactions with Soldiers, Officers, Civilians and contractors have allowed me to continually develop my coaching and mentoring skills. As a trained financial coach, I believe these interactions have helped me to better understand social interactions and influences in various personality types, cultures, regions etc.. Leadership opportunities I have been presented with have helped me to grow overall.

Independent Insurance Broker Agent with access to multiple major carriers. Life Insurance. Health Insurance. Soon-To-Be Product & Casualty Insurance (Home & Auto). Comments on the Military and Business Ownership Diligence and Focus. Training and Trust. Camaraderie and Family.

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.

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and goals. Comments on the Military and Business Ownership Discipline.

First Command Financial Services has been servicing military families with financial services for over 60 years. After nine years as a military officer, I am now servicing military families with personal financial plans.

James D. Snow, Financial Advisor is a full service financial planning firm, specializing in working with veterans to create multi generational legacies for their families. Comments on the Military and Business Ownership Being driven and motivated for success. Having a can do attitude which propels me to succeed regardless of the obstacles.

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.

The Retirement Plan Company, LLC (TRPC) provides 401(k)/Qualified Retirement Plan services. We partner with financial advisors by delivering the technology and service support that the advisor requires to best serve the plan sponsor client. TRPC also provides flexible benefit plan administration (Section 125 Cafeteria Plan) and actuarial services. Comments on the Military and Business Ownership I find it necessary and a competitive advantage to be decisive and fully committed to a course of action. My military training included an emphasis on the importance of decisiveness. That training has served me well over the years.

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.

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.

We help individuals and small businesses develop financial roadmaps in order to reach financial freedom. Comments on the Military and Business Ownership Mentoring young Soldiers and counseling them to make sound financial decisions has prepared me to handle any situation that requires in depth financial planning.

Baskin Financial Planning is an independent, fee-only wealth management firm that offers comprehensive financial planning and investment management to military, veterans, and business owners. We also specialize in transitioning service members and setting them up for a successful military transition to civilian life. We have developed specific service models for every stage in the military community to meet your unique planning needs.

Echo Advisors is a Fee-Only Registered Investment Advisor that offers investment advice and management and comprehensive financial planning. Comments on the Military and Business Ownership The Marine Corps taught me several key things that led to me being a better person and business owner. First, they taught leadership principals and a never quit attitude. This prepared me to better adjust and learn how to interact with people on every level. I also learned courage and the need to face your fears, which in business, there are lots of moments of fear that you have to push past in order to be successful.

Anderson-VanHorne Independent Financial Advisor - William O'Donnell is an independent Financial Advisor looking to help clients successfully realize their financial goals. William helps clients in all phases of life from those just starting to save and invest to those enjoying retirement. Our first meeting is typically 45-60 minutes. There is never anything for you to sign and it’s simply an opportunity for us to get to know each other better. We see if there is a comfort level on your part and if there is value I can offer. I will do my best to meet with you at your home, place of business, or other geographically convenient location. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered though Securities America Advisors, Inc., a Registered Investment Advisor. Anderson Van-Horne Associates, Inc. and the Securities America companies are separate entities. Registered in CA, CT, FL, MA, NC, NY, PA, SC,and VA. Member FINRA. Comments on the Military and Business Ownership I am a highly dedicated retired military officer with 20 years of service, and hope to bring my experiences of working with people from all over the world to the table. I served two tours in Iraq and one in Afghanistan, and retired in December 2014 to settle down with my family.

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.

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

We are a full service financial advisory firm consisting of independent financial advisors. We service clients in multiple states with one of our offices located in Bloomington, MN. We help clients prepare and plan for the future. Retirement planning, insurance planning, estate planning, etc. I am looking to help more fellow veterans with their financial future and success.

Ivory Hill is a fee-only fiduciary financial advisory firm specializing in holistic retirement plans and private wealth management to forward-thinking organizations and individuals. We offer the experience and sophistication of a large, institutional firm, with a level of attention and client service only an independent, locally owned firm can provide. We help employers by helping them navigate the complex regulatory and oversight requirements. We also help employees best utilize their retirement programs by providing interactive and targeted education and advisory services. We provide full fiduciary advisory services to company and organization retirement plans, including 401(k), 403(b), defined benefit, and non-qualified deferred compensation plans.

Erik Smith Investments, Do you have enough saved for retirement? If you don't know, give me a call. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of MI and MD. Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Erik Smith Investments are not affiliated. Comments on the Military and Business Ownership Discipline, Dedication. Commitment, with a "no-quit" approach.

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.

Our services cover many areas of insurance and financial needs, from investment and retirement strategies to risk management and estate conservation. We focus in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and helps enable them to meet both short- and long-term objectives including clear understanding of their financial goals.

New York Life Independent Agent - Rickmen Parker works with Business Owners and Their families to analyze needs pertaining to protection of current and future assets through the use of tools such as Confidential Needs Analyses and a variety of insurance instruments and securities contracts. Comments on the Military and Business Ownership My military experience helped crafted my character to be goal oriented and focused. The armed services instilled a sense of loyalty to human causes and an appreciation for a richer life. We as Veterans should always share enough knowledge, wisdom and understanding of resources with one another so that we will never have to see our families struggle and live without the means to enjoy life.

Mike Adams Financial Services. I help successful individuals and business owners preserve and protect their lifestyle, assets, and loved ones. The real benefit is they can focus on what they care about the most in their life and work and do it more productively and effectively. Comments on the Military and Business Ownership Drive, discipline, and resiliency.

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.

Integrity Estate Planning is known for its friendly service and positive attitude. You can expect the exact same treatment that you would get from your neighborhood insurance agent. Take a moment to read more about our agency and our philosophy of great customer service. We make finding affordable insurance easy. We shop the market for the provider with the lowest price to fit your needs.

Independent Insurance Agency, working with families nationwide. With over 15+ Carriers providing our community with Life Insurance, Mortgage Protection Insurance, Final Expense, and Retirement Planning/Protection... Protecting People, Families, Futures...

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.

Full service Financial Planning firm, assisting clients and prospects to plan and execute their short, intermediate and long term goals, including but not limited to Investment Planning, Retirement Planning, Income Planning, Tax Planning, Estate Planning and mitigating risk to manage life event changes. Comments on the Military and Business Ownership The discipline I learned in the service helped me to organize, plan and execute in my business.

Online trading and investing community and services for ETFs, options, futures, futures options and forex traders. We have a large community of real traders and investors from all experience levels that help each other to become better at the craft. We have tools, forums and trade alert services to follow an experienced trader with their live trades and portfolios. Most popular trader service: Boxcar Trade Alerts - https://aeromir.com/boxcar and SPX 0DTE Trade Alerts - https://aeromir.com/spx0dte Most popular investor service: Sleep Well Portfolio - https://aeromir.com/sleepwell Comments on the Military and Business Ownership I was a Major in the Air Force and a pilot. I had several jobs as an instructor pilot in the T-38, KC-135R and T-37. My teaching in the military helped prepare me for teaching other things such as options, futures and forex trading. Having lived in many locations, including Europe, helped broaden my perspective and to appreciate other customs and cultures.

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.

NeuWorld Financial provides Money Management for high networth individuals, corporations, foundations and institutions. NeuWorld Financial uses the latest in intelligent computer technology to manage client accounts. Comments on the Military and Business Ownership As a Navy Research Psychologist I worked on intelligent military systems.

Sound Advice Financial Planning helps business owners, executives, retirees and pre-retirees build a lifelong stream of tax advantaged income that they will never outlive. We specialize in Retirement Planning and Estate Planning. We are Wealth Transfer Specialists. Comments on the Military and Business Ownership In the military you learn to get the job done, no matter what the obstacles. There are other people counting on you and depending on you to have your part done. Excuses don't work. Just do it.