Broker Check
813-682-1211
Login

Transition Decisions


There are 2 main financial decisions that have to be made prior to retiring or separating from the military:

 Whether to take the Survivor Benefits Plan (SBP)?

(only for retirees)

Learn more

How best to convert Servicemembers Group Life Insurance (SGLI)?


Learn more
Understanding active duty gross income, which takes taxes into account, is critical. Retirees need to know the gap between their pension and current gross income, and separating members need to know to replace ALL their active duty gross income.

Understanding active duty gross income, which takes taxes into account, is critical. Retirees need to know the gap between their pension and current gross income, and separating members need to know to replace ALL their active duty gross income.

Let us do a Military Retirement/Separation Analysis to allow you to make informed decisions about: 

  1. Salary Negotiation
  2. SBP
  3. SGLI/VGLI

Start Your Plan Now!

Schedule a free consultation with Indira and Paul today.

Schedule Appointment

Have a Question?

Thank you!
Oops!