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Gail Harris, CFP®, CIMA®

military benefits

Integrating Military Benefits into Your Financial Planning

By Blog
As a financial advisor for over three decades and a former U.S. Navy officer with a daughter on active duty and several veterans in the family, a recent conversation I had with a client brought my two worlds together. The client’s son was beginning their military service and had several financial questions about military benefits. This reminded me of the importance of working with an advisor who understands these benefits and can help weave them into a greater financial plan. Whether you are retired military, established in your career as an active duty or reserve member of the military, or…
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