Actis Wealth Management

Military Members PDF Print E-mail
Written by Administrator   
Tuesday, 22 February 2011 14:00

We understand that members of the military and their families face unique challenges and special situations.

First, it's obvious that dealing with deployments, temporary duty (TDY) and permanent change of station (PCS) require specific planning. Whether you are in the military or you are a family member of someone who is, you want the confidence that your finances are in order now and will continue to be for the future. The military life can offer unstable schedules and uncertain future circumstances. We offer simple and tailored financial solutions designed to provide stability to your current and future financial concerns.

Second, we understand and have personal experience with military pay, general schedule (GS) pay, travel pay and military & civil service retirement plans. We understand what you mean when you say basic pay, incentive pay, subsistence allowance (BAS), housing allowance (BAH), drill periods & pay, aircrew flight training periods (AFTP), combat or hostile fire or hazardous duty pay, Serviceman's Group Life Insurance (SGLI), Veteran's Group Life Insurance (VGLI), Thrift Savings Plan (TSP), Title 10, Title 32, contingency operation, Active Guard/Reserve (AGR), Reserve Technician, Tricare, etc. Furthermore, we know that there are different tax considerations for many of these.

We can custom-tailor a solution that will address your specific individual needs regardless of where you are stationed.

We can assist you and your family with the following:

  • Thrift Savings Plan (TSP) Asset Allocation
  • Retirement planning alternatives
  • Tax minimization (We can help you coordinate your investment options relating to your taxable and tax-free pay.)
  • Establishing trading authorizations on your accounts (This allows someone of your choosing, such as your spouse or family, to be able to manage your account in case you are deployed or are unable to be reached for a signature.)
  • Life insurance planning (SGLI evaluation & private coverage options)
  • College savings plans
  • Planning for your separation from service (Retirement income, TSP rollover planning)
  • Health insurance coverage for you and your family after you leave service

We aim to exceed your expectations...

Last Updated on Friday, 08 April 2011 09:20
 

Our Team

Brian Weckman
President
bweckman@actiswealth.com
Brian M. Thompson
Independent Wealth Manager
bthompson@actiswealth.com

Actis Wealth Management
9295 Bishop Dr Ste 105
West Des Moines, IA 50266

Phone: (515) 440-1334
Toll Free: (866) 440-1334
Fax: (515) 440-1295

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