Approaching Retirement | AAFMAA Wealth Management & Trust

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

Take Hold of Your Financial Future with AWM&T

Be Empowered for Success in All You Do

Financial-Planning

Financial Planning

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

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Trust-Estate

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

Social Security Calculator

Easily estimate your Social Security income benefits with our quick Social Security Calculator.

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Investment Calculator

Evaluate your investments—and their income earning potential—so you can properly plan your future.

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Retirement Calculator

Plan for a secure retirement or manage funds during retirement to meet goals and live comfortably.

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