We provide comprehensive and goal-based financial advice for military families.
Financial Services for Military Personnel & their families
Applying the Marine Corps Planning Process and Operational Design…to your finances.
Although Military service provides countless opportunities, it also presents many challenges: moving to a new duty station; choosing to rent, buy a home, or live on base; transferring children to a new school; helping a spouse find a job; deciding what to do with your bonus, and ultimately-when to hang up the uniform. How you make these decisions will directly impact your ability to enjoy the same freedom that you’ve protected for others.
Having someone on your team with the unique knowledge and experience gained through 27 years of military service can be a tremendous advantage. At Silver Oak Leaf Financial Services, we use first-hand knowledge and lessons learned to help you make smart financial and career decisions so that you can enjoy financial freedom. We specialize in:
Military Pay and Benefits
Thrift Savings Plan (TSP)
Blended Retirement System (BRS)
Legacy Retirement System
Servicemember’s Group Life Insurance (SGLI)
Survivor Benefit Plan (SBP)
Financial Planning services start at $200/month for Military Personnel and increase based on complexity, marital status, number of dependents, and tax filing.