In uniform, you defended freedoms you hold dear. Now, as a Veteran or servicemember transitioning to civilian life, you may be fighting to gain financial freedom for yourself and your loved ones. At AAFMAA Wealth Management & Trust LLC (AWM&T), our mission is to build strong foundations to help financially empower military families.
AWM&T provides wealth management services and innovative strategies to help military families gain financial independence. It all starts with putting down a strong financial foundation.
With that solid support, you can be confident you’re using the resources available to you, receiving the benefits you’ve earned, understanding where your money is going, and making informed financial decisions. When you connect with AWM&T, you take hold of your future.
Here are several prudent strategies military families can use to level up their finances.
Strategies to Empower Military Families
As a military Veteran, you’re entitled to many benefits through the Veterans Administration (VA) to help you build and maintain your financial well-being. These are hard-earned benefits that military families deserve, and they shouldn’t go unused.
Your military benefits can play a significant role in setting you up for financial success. Through sound financial planning, AWM&T can help you get all that you have coming to you.
Along with your VA benefits, you can use the following strategies to shore up your family’s financial foundation and get closer to the life you’ve envisioned for yourself:
- Create and maintain a budget
- Set and follow through on financial goals
- Establish an emergency fund
- Understand your credit score
- Save and invest early and often
- Build a support network
- Hire a financial planner
As a premier wealth management services provider, AWM&T can guide you toward your financial objectives.
Financial Planning for Military Families
Military financial planning can serve as a road map to financial independence. Financial planning for military families acknowledges the benefits and circumstances unique to Veterans. You can trust the experienced financial planners at AWM&T to always be by your side, no matter what life throws your way.
Here are some of the services AWM&T’s financial planners deliver:
- Calculation of your net worth
- Cash flow analysis
- Education planning
- Retirement planning
- Estate planning considerations
- Analysis of your insurance needs
- Free financial dashboard
- Other services related to financial planning for military families
A Relationship Manager can work with you to develop a customized financial plan to give you a better idea of where you are in your journey and aid in your decision-making.
Investment Management for Military Families
We work exclusively with current and former servicemembers and are familiar with the needs of military families. AWM&T is committed to helping your military family meet your financial goals.
We take the time to understand your needs, wishes, risk tolerance, and time horizon to develop an investment strategy specific to you. We also review your existing investment portfolio at no charge.
Trust Services for Military Families
Here are some of the trust services you can take advantage of when you turn to AWM&T:
- Trust management and administration
- Acting trustee
- Discretionary distribution powers
- Recordkeeping
- Other estate planning considerations
AWM&T stands with you and other military families and can help you safeguard your assets and preserve your legacy for future generations.
Get Military Financial Planning for You and Your Family
Getting and staying organized is half the battle when it comes to taking charge of your financial life. By taking the time to understand your situation and benefit from skilled financial planning, you can lay an unshakeable foundation for a more prosperous future.
AWM&T exclusively serves military families just like yours. We’re here to deliver the wealth management solutions and specialized financial advice you need and deserve. To get in touch, call 1-910-307-3500 or click here to speak to a professional. Learn more about us and your options on our website.
About Us
AWM&T was created in 2012 to meet the financial needs of military families. We provide experienced, trustworthy, long-range financial planning, investment management, and trust administration services to support financial independence and security. We aim to be the premier provider of fiduciary services by always working for AAFMAA Members’ best interests.
We are proud to share the mission, vision, and values of AAFMAA, our parent company, consistently building on AAFMAA’s rich history and tradition to provide Members with a source of compassion, trust, and protection. Through AAFMAA’s long-standing legacy and our financial expertise, AWM&T is honored to provide personalized wealth management services to military families across generations.
Menu
