Just as your military career is disciplined, so should your financial planning. Memphis is home to thousands of veterans and military families, and our team is well-versed on advising you on TSP and SBP elections. We’re always careful to introduce strategies that compliment your benefits and provide you fee-conscious strategies for your savings goals and family protection needs.

Because you probably didn’t start you career here, we are happy to provide you with insights about our town and get you guidance wherever you may need it most.

From Military to Civilian, We Create Sound Financial Plans for FedEx Pilots

Let us help you transition from being a busy pilot to landing safely into your retirement years. We understand pilot retirement benefit options and have the expertise to help you define your financial objectives and achieve them. Throughout the accumulation phase and retirement, we’ll help you spend confidently and provide the local connections you need for your accounting and estate planning needs.

Your personal Certified Financial Planner is backed by local and national resources and serves as the single point of contact for uncovering and implementing strategies that reflect your values.  This includes Roth conversions, survivor assistance, tax, social security, 401(k) management, concentrated stock positions, gifting, and insurance.

You’ll also be happy to know that we can resolve all of your disability, long-term care, and life insurance needs in house. In most cases, we can find favorable underwriting within your budget across a wide selection of highly rated insurance companies.

Our guided military and pilot financial advisors serve the greater Memphis area and residing anywhere in the U.S. The greater Memphis area includes Collierville, Germantown, Millington, Oakland, Lakeland, Cordova, Arlington, Eads, Bartlett and Downtown Memphis.