Military Transition Planning

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Navigate Your Financial Journey with Confidence

At Freedom Wealth, we specialize in guiding service members and their families through the transition from military to civilian life. Our wealth management team offers comprehensive support to ensure a smooth financial transition during this pivotal period.

Military Transition Planning in San Antonio

Our Services:

  • TSP Rollover Services: We offer expert guidance on transferring Thrift Savings Plan (TSP) assets to optimize your retirement savings strategy, helping you seamlessly transition your funds to a civilian retirement account.

  • Financial Education: Our tailored financial education programs empower service members with essential knowledge for managing their finances effectively, equipping you with the tools needed for financial success in civilian life.

  • Budgeting Assistance: Personalized budgeting strategies help you adjust to new financial realities and allocate resources efficiently, ensuring a smooth transition to civilian life with minimal financial stress.

  • Savings and Retirement Plans: Customized savings and retirement plans are designed to align with your post-military financial objectives, ensuring you continue to build towards a secure financial future.

  • Pension Review: We conduct a thorough evaluation of your pension benefits to ensure you’re maximizing your financial resources, providing insights into your pension options and benefits to make informed decisions.

Why Choose Freedom Wealth for Military Transition Planning?

Our team of financial professionals possesses the expertise and empathy needed to navigate the unique financial challenges faced by service members and their families. We understand the intricacies of transitioning from military to civilian life and are committed to providing personalized solutions tailored to your needs.

If you’re a service member or veteran seeking guidance on your financial transition, contact us today. Our team is here to support you on your journey towards financial success in civilian life.

We Are Specialist At

Comprehensive Wealth Management

Retirement Goal Setting

Retirement Income

Social Security & Medicare


Retirement account consolidation

Custom Investing Strategies

Risk Tolerance

Portfolio Reviews

Managed Accounts

Stock, Bonds, Mutual Funds, ETF’s 

Private Equity

Tax Liabilities

Review of cost basis

Retirement Accounts

Contribution/Distribution Strategies

Investment mix

Life Insurance/Annuities

Long-Term Care Insurance

Disability Insurance


Emergency Funds

Personal Liability

Debt Management

TSP Transition assistance

Financial Education 


Savings Plans

Retirement Plans

Pension Review

Business Model Strategy

Employer-Sponsored Plans & 401(k) 

Business Succession

Key Person Protection

Employee Benefits

Charitable Giving & Trusts

Beneficiary Reviews

Donor Advised Funds

Professional Relationship Management

Generational Wealth

Expense Estimation

529 Plans

Coverdell Plans

Client Success Stories: Hear What Our Customers Have to Say!

Contact Our Wealth Management Team Today!

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