Financial Planning for Military Families
Helping the military community achieve financial security.
A trusted resource for your retirement and beyond.
We’ve teamed up with King Tide Advisors to bring you and your family comprehensive financial planning services.
At King Tide Advisors, you’ll meet with someone who is more than just a financial planner — you’ll find a dedicated advisor in navigating the complexities of your personal situation. Their experience provides thoughtful insights into your specific challenges, so you won’t encounter one-size-fits-all solutions. Instead, they will take the time to understand your needs and craft personalized strategies that fit your life and goals. What you’ll end up with is a financial plan that gives you peace of mind today and confidence for the future.
Navy Mutual Members will enjoy the following benefits:
- Complimentary portfolio and retirement account (including TSP) review and analysis, helping Members align their investment goals.
- Access to and assistance with a financial planning platform that can provide a holistic view of Members’ finances, helping Members and their families optimize their plans around their unique situations.
- Free 529 and UTMA Accounts, giving Member’s easier access to savings and college planning for their children and grandchildren.
Benefits of King Tide Advisors
Financial planning is more than just budgeting or saving for the future, it’s about creating a tailored strategy that aligns with your life goals. King Tide Advisors provides personalized financial planning services designed to grow with you, adapting your financial plan as your life and needs evolve.
- Goal Setting: Define clear, achievable financial goals that fit your needs and aspirations.
- Risk Management: Assess potential financial risks and create strategies to protect your family from the unexpected.
- Ongoing Adjustments: Whether you’re transitioning out of the military, entering retirement, or preparing your legacy, life changes, and so should your financial plan. You should regularly evaluate and adjust your plan to ensure it remains aligned with your goals.