Veteran Saves’ Post

Balancing your financial priorities as a veteran can be daunting. This resource helps you organize and prioritize your savings goals, while accounting for the challenges and opportunities that come along the way! https://buff.ly/3URxiUb #VSW2024 @VeteranSaves

Balancing your financial priorities as a veteran can be daunting. This resource helps you organize and prioritize your savings goals while accounting for the challenges and opportunities along the way! #BankingTexasStyle #VSW2024 https://lnkd.in/gkqGNXiy 

📊 The financial side of leaving the military can feel like new territory, but you don’t have to navigate it alone. Whether it’s maximizing your benefits or creating a long-term savings plan, I’m here to help guide you. 📞 Let’s make your transition as smooth as possible—book a call, and let’s get started on your financial plan today! #financialplanning #financialplanner #maximizeyourbenefits

Are you a spender, a saver, a savvy investor, or somewhere in-between? Take this quick quiz to see your current financial outlook and how to take it — and your military life — to the next level, plus tips to stay money-smart: https://lnkd.in/eKQ2i6UR

🎯 Your military discipline has prepared you for so much—now let’s apply it to your finances. Transitioning out of service doesn’t mean starting from zero; it’s about leveraging the strengths you already have. I’m here to help you master your financial future with the same precision you had in the service 💬 Ready to learn more? Let’s chat—book a call today, and let’s build your financial plan!

Financial Literacy is a crucial part of understanding how to achieve your financial goals. What questions about financial literacy can we help you answer?

Conversation starter with your military servicemember! Are you a spender, a saver, a savvy investor, or somewhere in-between? Take this quick quiz to see your current financial outlook and how to take it — and your military life — to the next level, plus tips to stay money-smart: https://lnkd.in/eKQ2i6UR

In the intricate world of personal finance, a revelation struck me post my military service - capital needs to be leveraged, not nestled away. Reflecting upon my journey towards financial independence, I've recognized an undeniable truth; money dormant in savings accounts rarely propels us to our financial goals. It's about harnessing the potential of investments and channeling earnings towards creating wealth that sustains. Let's discuss strategies that transform how we perceive and utilize our financial resources for a prosperous future. #FinancialIndependence #WealthBuilding #PassiveIncomeStrategies

Start with Financial Preparedness this National Preparedness Month 🛡️ September is National Preparedness Month! While you’re building your disaster plan, don’t forget about financial preparedness. Are your finances in order? Having a strong financial plan can make a difference in times of crisis. Start by checking out MyCreditUnion.gov for tips on saving, investing, and dealing with debt. Be prepared, stay informed. #FinancialPreparedness #BeReady #DebtManagement #NCC

🎖️ Listening Over Selling: Putting Veterans First in Financial Planning Yesterday, a client transitioning out of the military shared something powerful with me. He said he appreciated the work we do in financial planning for veterans. Why? Because even in TAPs, he felt like the VA was pushing VGLI and SBP down his throat. Other financial professionals told him what he needed and pushed unwanted products his way. But he chose to meet with my team because we were the only ones who asked what he wanted. And then, we listened. When you sit down with me or a member of my team, we work for you. We listen to your goals and needs to find the best solutions that truly fit your financial future. If you ever find yourself sitting with someone who starts selling you before they even hear you out, turn around and RUN. 🚀 Your financial journey should be yours—not someone else’s agenda. Let’s talk about what you want and build the future you envision. 💬