Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in your financial life. With something as important as your finances, you want to experience the peace of mind that comes from entrusting your money to someone who has knowledge and experience that relates to your unique situation.
Our goal at Red Clover Financial Planning is to build strong, trusted relationships with our clients, tailoring our services to fit their needs so they can experience fulfillment now and throughout their lives. We focus our services and attention on two specific groups of clients—veterans and federal employees. Here’s why.
A Personal Link
My choice to cater to military families and government employees is deeply personal. How personal? My husband served in the Army and, after his transition out of the military in 2016, he became a government contractor. My experience as the spouse of a veteran has given me an up-close and personal perspective of the challenges and opportunities military families face. That experience, coupled with many years of serving government employees, gives me not only an understanding of your lifestyle, but also the knowledge and expertise to help you navigate your unique life.
Honoring The Sacrifice
The time, energy, and sacrifice our veterans and government employees give to serve our country cannot be put into words. Regardless of your role or position, you are doing work for a higher purpose and serving your fellow Americans. My desire is to give you a place where you can work with an advisor to secure your future without being sold a product or required to move your investments. I want to serve you with my skills and dedication as you have served me with yours, providing you with financial advice and guidance so that you can experience financial confidence and the future you dream about.
Support & Advocacy
Military life is hard to describe to those not in it. Government employees generally earn less than civilians and need to be prudent in terms of how and where they save and spend their money. Military families don’t have much control over their lives, like where they will live, how often they will uproot, and when deployments will happen. Despite the challenges, they also have benefits they can take advantage of, such as pensions and continuing health coverage that, when optimized, can help them achieve financial independence or retire early.
Whether you have questions about the Thrift Savings Plan, GI Bill education benefits, supplementing your pension with personal savings, insurance options, or survivor benefits, you need someone who has not only walked in your shoes but helped others in the same circumstances. My focus for all my clients is to help you live your best life, and for military and government employees wanting to make the transition into civilian life, I want to come alongside you so you can make this an opportunity to pursue the life you’ve always wanted.
Let Us Help You
Because of your different obstacles and benefits, lifestyle, values, and decisions, you need the specialized touch of someone who understands you and can innately grasp what you face, both practically and financially.
I encourage you to find a financial advisor who specializes in serving veteran and government clients. Take advantage of the Military Financial Advisors Association or search for fee-only advisors based on their area of expertise through the XY Planning Network. To learn what it’s like to work with Red Clover Financial Planning and how we can help you, I invite you to schedule a no-obligation, introductory zoom meeting or reach out to me at 703-677-4587 with your questions.