Custom Financial Planning

custom financial planning

You Protect Our Country. We Protect Your Wallet™

Whether you are transitioning to civilian life, planning your nest egg for retirement, or starting college funds for your children, Veterans Advantage is here to help you set realistic financial milestones. When you subscribe to VetRewards, the complimentary Custom Financial Planning in our VetRewards CarePackage helps organize family finances and plan for your financial future by setting long and short-term goals.

Your planner will conduct an in-depth, no obligation, private evaluation of your current financial situation. You’ll then be able to set specific goals, and discuss priorities, such as:

  1.   Personal Insurance Review
  2.   Cash Flow Analysis
  3.   Investment Analysis
  4.   College Funding
  5.   Disability Coverage
  6.   Long-term Care
  7.   Retirement Planning
  8.   Will & Estate Planning

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From Our Member Community

HeroVet David Goggins Veterans Advantage Awards HeroVet: David Goggins “Life is not designed to be perfect. Life is designed to be a big testing ground and all of us get tested in different ways,” said Ultra Athlete David Goggins. A retired Navy SEAL who celebrated his 46th birthday this month, he is the only member of the U.S. Armed Forces to successfully complete SEAL training, including two Hell Weeks, the U.S. Army Ranger School, where he graduated as Enlisted Honor Man, and Air Force Tactical Air Controller training. 
Scott’s View Discounts & Benefits Scott’s View: New Exclusives from Veterans Advantage for February If you’re like me and have gotten the COVID vaccine, it’s exciting to start traveling again! You’re eligible for 10% OFF Alaska Airlines when you book and travel by March 31, and you get risk-free reservations with waived cancellation and change fees. Alaska 10% OFF ticket discounts are on all fare types: Saver, Main, and First Class. You’ll be eligible for 5% OFF for the remainder of the year. You can learn more about these exclusive airline ticket discounts on Alaska, plus American, United, and JetBlue for spring and summer travel in Travel & Lifestyle on the Military Discounts Marketplace.

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Do you and your family vacation without travel insurance?

Sign up for VetRewards today and you’ll be eligible for TravelProtection™ at only $20 for a full year of coverage.

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Did you know that your immediate family members are eligible for VetRewards Exclusive discounts?

With VetRewards, you can add family members to your primary plan at 50% OFF every year.

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