As a member of the military community, you recognize the importance of maintaining your physical health. You have been held to high standards when it comes to your well-being and, just like your physical health, your financial health is equally crucial to creating the high-quality lifestyle you seek. AAFMAA Wealth Management & Trust LLC (AWM&T) understands your unique financial needs as a servicemember or Veteran, and we are ready to help guide your financial journey.
Imagine if your finances had to pass a rigorous PT test. Would they meet the mark or fall short? Unlike your commanding officer, no one mandates regular evaluations of your financial well-being. No one but you, that is. It's essential to ensure your family’s protection and the security of your legacy. Healthy finances are vital to achieving both. Are yours up to the test? If you're unsure, it's time for a financial checkup.
Similar to a medical checkup, a financial checkup involves a series of evaluations and assessments to determine the state of your financial well-being. From AWM&T, you can get a comprehensive range of services to conduct a thorough financial checkup:
Life is unpredictable, and financial planning helps you navigate unexpected events by providing a framework to adapt and adjust your financial strategies accordingly. By conducting a comprehensive financial checkup, you gain a clear understanding of your current status and identify areas that require improvement. Our dedicated Relationship Managers at AWM&T will assess your financial health and develop a personalized action plan to optimize your financial situation.
Effective financial planning plays a vital role in securing your financial well-being and provides your military family with peace of mind.
At AAFMAA Wealth Management & Trust LLC, we are committed to serving the unique financial needs of the military community. Whether you require a complimentary portfolio review, a comprehensive financial plan, assistance with your investment strategy, or trust services, our military wealth management professionals are ready to serve you. Contact us today to set up an appointment with a Relationship Manager who can assess your financial health and customize your personalized action plan.
Founded in 2012, AAFMAA Wealth Management & Trust LLC (AWM&T) was created to meet the distinct financial needs of military families. We proudly deliver experienced, trustworthy financial planning, investment management, and trust administration services – all designed to promote lasting security and independence.
We are proud to share the mission, vision, and values of Armed Forces Mutual, our parent company. We consistently build on the Association’s rich history and tradition to provide our Members with a source of compassion, trust, and protection. At AWM&T, we are committed to serving as your trusted fiduciary, always putting your best interests first. Through Armed Forces Mutual's legacy and our financial guidance, we provide personalized wealth management solutions to military families across generations.