Mission Statement: provide affordable, expert, fiduciary advice to enable veterans and their families to achieve financial goals.
Our Consultancy Services
o Financial literacy overview
o Introduction to financial guidance
o Commitment to financial freedom
o Schedule first coaching session
o Establish family financial goals
o Review debt and discuss mitigation strategy
o Assess Risk Tolerance and recommend investment options
o Gather information for your FINPLAN*
o Schedule Session 2 and Q&A
o Comprehensive review of income and expenses
o Identify hidden expenses and subscriptions
o Create a practical monthly budget
o Provide education on options for near, mid, and long-term goals
o Guide through initiating selected options
What Our Clients Say
“It has been a life changing relief knowing our finances are now properly aligned before any hardships in life can happen.” — Current Client
“ I was very skeptical about sharing my private financial information (and failures), but our F3EAD advisor immediately put me at ease with a no-judgement, open-minded approach.” — Current Client
“Our advisor absolutely gets us! He fully understands and can relate to military retirees and Army civilians looking towards retirement.” — Current Client
Frequently Asked Questions (FAQ)
How is the financial advice provided?
It depends. F3EAD is committed to accommodating your schedule and preferred means of communicating. availability. Whatever works best for your family, virtual, face-to-face, in-home or at a local coffee shop.
Do I need a high income to benefit?
F3EAD is focused on veteran’s and their families at any income level. Our expertise is in debt reduction, budgeting, saving, investing and planning for life events (college, retirement, vacations, etc.)
What makes your approach different?
F3EAD expertise comes from over 40 years military and civilian service. We understand the culture, tempo and challenges involved. Sharing and applying financial lessons learned along the way, coupled with empathetic leadership and dedication to ensure veterans and their families achieve financial independence.
Let's Work Together
Ready to take control of your finances? Schedule a free orientation to see if our advisory services are right for you.
