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

Scott's View Military & Veterans Life Scott’s View: First Day of Fall 2020 & Preparing for the Future Can you believe the first day of fall has arrived? With hopes for a coronavirus vaccine emerging and a presidential election on the horizon, our nation is entering a period of uncertainty like nothing before in recent memory. No matter what the future holds, we’re committed to creating new offers for your lifestyle and everyday needs. Shop Veterans Advantage first by checking out our Military Discounts Marketplace daily.

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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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