Financial Guidance For Those Who Have Served
& Their Families
Military-focused financial advising built around clarity, confidence, and long-term protection.
Service Member Vets
Serving Veterans, Service Members, and the Families Who Stand Beside Them.
Your service deserves a plan built with the same discipline and clarity you’ve lived by. We help veterans and military families organize benefits and income, reduce unnecessary risk, and create a long-term strategy that supports retirement, survivors, and legacy goals — without confusion or pressure.
Assess Your Mission
We start with what you’ve earned and what matters most: retirement timelines, family needs, benefits, insurance, and existing accounts — then identify gaps, overlaps, and missed opportunities.
Build a Clear Strategy
We design a plan focused on dependable income, smarter tax decisions, and protection for your family — so market noise doesn’t derail the life you’re building.
Stay Ready
Life changes. So should the plan. We review and adjust with you over time, keeping everything aligned for retirement, survivor needs, and long-term peace of mind.
Estate Planning for Vets and Service Members
Many veterans believe a simple will is enough. In reality, a will alone does not avoid probate, does not maintain privacy, and may not properly coordinate survivor benefits or VA burial benefits.
A properly structured estate plan — often including a living trust — can help your family avoid public court proceedings, reduce delays, and ensure your wishes are carried out exactly as intended. Understanding your VA burial benefits is critical, as many families miss valuable benefits simply because they were never informed.
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What Can
You Expect?
A clear, respectful planning process built for veterans and military families — focused on practical steps, transparent recommendations, and decisions that support your life today and your family tomorrow.
- Guidance aligned with your service, benefits, and long-term goals
- Retirement income planning designed for stability and confidence
- Protection strategies for spouses, survivors, and legacy planning
- Simple, easy-to-follow next steps — no pressure, no confusion
Start by understanding where you are today.
A clear snapshot of your benefits, income, and family priorities helps you move forward with confidence.
Military life creates a financial picture that’s different — and often more complex. We’ll review your current accounts, insurance, retirement plans, and income sources, then align them with what matters most: protecting your family, planning for retirement, and reducing avoidable risk. You’ll leave with clarity on what’s working, what needs attention, and what your next best steps are.
Ronald Friddle — Chief Financial Advisor, US Veteran
About Us
Clear, trusted financial guidance for servicemembers, veterans, and the families who support them.
Services
Support Built for Veterans & Their Families
From streamlined scheduling and flexible planning sessions to ongoing support when life’s financial challenges arise, we’re here to ensure your path toward financial security is clear, confident, and stress-free.
Wills & Trusts
We make estate planning simple, affordable, and accessible by helping you create your essential legal documents online. With attorney-crafted templates for revocable living trusts, wills, advance medical directives, and durable powers of attorney, you can quickly build a personalized estate plan that protects your family and preserves your legacy—without the stress or high cost of traditional planning.
See the Whole Picture
We help U.S. veterans get a clear, visual picture of their entire financial life so they can make confident decisions about their benefits, retirement, and long-term goals. Our easy-to-understand financial map brings together your assets, income sources, military and federal benefits, and future objectives all in one place—making it simple to identify gaps, stay organized, and plan your financial future with confidence.
A Plan Built Around Your Service
Service Member Vets builds personalized financial plans designed around the unique needs and benefits of Navy and Air Force veterans. Whether it’s budgeting, debt management, maximizing military and federal benefits, or preparing for retirement and estate planning, we create a clear roadmap that supports both your short-term goals and long-term mission. Every plan is a tailored blueprint—ensuring each step of your financial journey aligns with your service, your aspirations, and your future.
Why Service Member Vets
We help veterans and their families organize the full picture — benefits, income, protection, and legacy — so you can make confident decisions with fewer surprises and more clarity.
A Clear Financial Roadmap
No scattered accounts or “guesswork” planning. We bring everything together into a simple, visual map so you know what you have, how it works, and what to do next.
Protection for What Matters
We plan for real life — unexpected costs, family responsibilities, and changing timelines — with strategies designed to reduce stress and protect the people you love.
Ongoing, Human Support
You’re not a transaction. We stay available as life changes — new goals, new seasons, new decisions — so your plan remains organized, current, and actionable.
Trusted guidance for life in uniform—and beyond.
Every story is different. The goal is the same: clarity, confidence, and a plan that fits your benefits and your real life.
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