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Investing in your future...
Here at VetsPlan.Org, our goal is to help Veterans and their families receive all the benefits they are entitled to. We work hand in hand with our counterparts, including the Veterans Administration and other Veteran organizations, to lay the foundation through estate planning for life after serving our country. We have numerous resources to accommodate the Veteran and their families with this process.
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What is our process?
01
Retirement Planning
02
Retirement Cash Flow Analysis
03
Tax Services Planning
Envision your retirement. It’s a time you can do all the things you love, but must be financially prepared to do so. Explore how our financial advisors can help you reach the retirement you envision, or preserve the retirement that you’re in.
A very common fear is running out of money. Life expectancy continues to increase, adding more years in retirement and healthcare costs continue to rise putting many at risk of outliving their assets. Our team of veteran advisors and wealth management experts help our clients sustain the lifestyle you deserve and meet your financial goals.
Planning to reduce taxes is an essential piece of your overall financial plan. There are many different variables to consider, our financial advisors and planning experts pay critical attention to income taxes, capital gains taxes and more during every step of your financial planning process.
We will help secure your financial independence.
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Through the Memorial Asset Protection Plan, we have helped numerous Veterans with critical retirement decisions, such as what to do with their Thrift Savings Plan (TSP) when they separate from active service, and how to consolidate assets as they near retirement. Not only have we helped Veterans and their families to save their money, but also get better returns on their money while transferring retirement funds to more secure financial products.
Our investing principles are safe and secure, with principle and interest gained 100% guaranteed regardless of the market.
Satisfaction guaranteed.
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At VetsPlan.org in conjuction with Memorial Asset Protection Plan, our approach is based on a time tested process that considers all parts of your financial life, doing everything in our power to create the winning plan.
Consultation is fee.
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In our first meeting we will evaluate your financial situation, create a list of goals based on your recommendations, and help determine the best plan towards financial freedom at no cost to you.
$20 Million
Assets Under Management
2,000
Investment Clients in Every Region of the United States
15
A+ Rated Companies Appointed With
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