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Approaching Retirement


If you’re a servicemember, military spouse, or Veteran approaching retirement, turn to AAFMAA Wealth Management & Trust (AWM&T) to help you plan. We understand the needs of military families, and the unique benefits available to them, so we can help you make the most of your retirement.

Plan Your Best Retirement with AWM&T

After giving your best to our country, you deserve the best in retirement. AWM&T is here to make sure you and your family get just that. Our military retirement planning professionals help active servicemembers, Veterans, retirees, and surviving spouses maximize the benefits available to them, including:

  • Thrift Savings Plan (TSP)
  • Military Pension Benefits
  • Disability Benefits
  • Social Security
  • IRAs
  • 401(k)s

We pride ourselves on delivering exceptional service. You’ll get a dedicated Relationship Manager who will work with you to understand your current financial situation and future goals. Together with our military financial planning professionals, we’ll carefully assess your net worth, cash flow, insurance, education funding, retirement accounts, and estate planning. Then, we’ll design a personalized retirement strategy so you can plan and achieve your best possible retirement.


We Can Help you with:

  • A complimentary portfolio review
  • Financial planning
  • Retirement budgeting
  • Customized financial strategies designed for military families
  • Intelligent investment strategies designed for your timeline

Speak with a Relationship Manager

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Mon – Fri:
8:30AM to 5:30PM ET

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8:30AM to 5:30PM ET

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Take Hold of Your Financial Future with AWM&T

Be Empowered for Success in All You Do


Financial Planning

A solid financial plan for retirement can empower you to live the life you want.

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Trust & Estate Planning

Protect your assets for your beneficiaries and preserve your legacy for years to come.

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Calculate Finances and Chart Your Course for Retirement