--- title: Financial Planning | aafmaatrust.com description: Don’t waste time explaining the complexities of the military. We know the military because we are military. --- ![AWMT-Logo-1](https://aafmaatrust.com/hubfs/AWMT-Logo-1.png "AWMT-Logo-1") # Financial Planning for Veterans can be complicated. ## Luckily, it's what we do. MEET WITH A ## Financial Planner Today! [910-307-3500](tel:910-390-1873) --- ![awmt-flag](https://aafmaatrust.com/hs-fs/hubfs/awmt-flag.png?width=27&height=58&name=awmt-flag.png "awmt-flag") --- ## Don’t waste time explaining the complexities of the military. We know the military because we are military. At AAFMAA Wealth Management & Trust, we provide tailored financial planning solutions exclusively for families like yours. ![awmt - flag icon](https://aafmaatrust.com/hubfs/awmt%20-%20flag%20icon.png "awmt - flag icon") ## The military is the cornerstone of who we are. ## A significant number of our employees are actively serving, Veterans, or military spouses.   ![awmt - heart icon](https://aafmaatrust.com/hubfs/awmt%20-%20heart%20icon.png "awmt - heart icon") ## We take care of you like family. ## Experience unparalleled personal service from a team of seasoned investment management professionals – focused solely on the military community. ![awmt - embrace icon](https://aafmaatrust.com/hubfs/awmt%20-%20embrace%20icon.png "awmt - embrace icon") ## We do what’s right for our members – always. ## We’ll recommend and maintain the right portfolio for you based on your goals, time frame, and risk tolerance.   **Your financial plan should be your plan,** not some generic, “one-size-fits-all” option. Talk to a professional today.** ** [ CONTACT US ](https://aafmaatrust.com/contact) ## Preserve Your Legacy ** ** Financial solutions developed by the military, for the military. ## WHO ARE OUR PLANS FOR? ### ![awmt check](https://aafmaatrust.com/hs-fs/hubfs/awmt%20check.png?height=25&name=awmt%20check.png)**Current and former US military service members with an investment minimum of $250k** - Active Duty - Transitioning Out of the Military - Veterans ### ![awmt check](https://aafmaatrust.com/hs-fs/hubfs/awmt%20check.png?height=25&name=awmt%20check.png)**Surviving Spouses ** ## WHAT’S INCLUDED? ### ![awmt check](https://aafmaatrust.com/hs-fs/hubfs/awmt%20check.png?height=25&name=awmt%20check.png) **Net Worth** ### ![awmt check](https://aafmaatrust.com/hs-fs/hubfs/awmt%20check.png?height=25&name=awmt%20check.png) **Cash Flow** ### ![awmt check](https://aafmaatrust.com/hs-fs/hubfs/awmt%20check.png?height=25&name=awmt%20check.png) **Insurance Analysis** ### ![awmt check](https://aafmaatrust.com/hs-fs/hubfs/awmt%20check.png?height=25&name=awmt%20check.png)** Education Funding** ### ![awmt check](https://aafmaatrust.com/hs-fs/hubfs/awmt%20check.png?height=25&name=awmt%20check.png) **Retirement Planning** ### ![awmt check](https://aafmaatrust.com/hs-fs/hubfs/awmt%20check.png?height=25&name=awmt%20check.png)** Estate Planning** # Client Testimonials *![](https://aafmaatrust.com/hubfs/raw_assets/public/aafmaa%20landing%20pages/images/custom/Quotation_Marks.svg)* Since becoming an AAFMAA Wealth Management & Trust Member, I haven’t gone to bed once worrying about my finances. **I sleep comfortably, knowing my portfolio is in the right hands.** *- JENNIFER, FLORIDA * *![](https://aafmaatrust.com/hubfs/raw_assets/public/aafmaa%20landing%20pages/images/custom/Quotation_Marks.svg)* At AAFMAA Wealth Management & Trust, they know what it means to serve, **which is why they make it their mission to serve you.** *- MARIKA, NEW YORK * *![](https://aafmaatrust.com/hubfs/raw_assets/public/aafmaa%20landing%20pages/images/custom/Quotation_Marks.svg)* **We were able to clearly map out our financial goals** and focus on achieving them with the financial planning services through AAFMAA Wealth Management & Trust. *- JIM, FLORIDA * ## **Ready to talk?** **Work with our professionals to start building your personal financial plan today.** [ CONTACT US ](https://aafmaatrust.com/contact) --- ![AAFMAA_Logo-white](https://aafmaatrust.com/hubfs/AAFMAA_Logo-white.png "AAFMAA_Logo-white") **Financial Planning, Investment Management, and Trust Services are provided by AAFMAA Wealth Management & Trust, a North Carolina Limited Liability Company wholly owned by AAFMAA. Physical address: 639 Executive Place, Suite 200, Fayetteville, NC 28305. Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice and we encourage you to seek guidance from your tax and legal advisors. Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of any government agency or any bank, and they involve risk including possible loss of principal** Please ensure Javascript is enabled for purposes of [website accessibility](https://accessibilityserver.org)