As a senior military member, your life is demanding. We help you strategically manage your financial complexities, so you can accomplish your goals.
Whether it's adjusting to a flag officer promotion, navigating military transition, or reducing tax liability, we're here to ease your financial stress so you can focus on what matters most.
All-Aspect
Financial Planning
We organize the complexities of your financial life, from managing risk and insurance needs to building an efficient investment portfolio and estate planning.
Military Benefits Optimization
We help you understand and maximize your military pension, Survivor Benefit Plan, VA Disability and other veteran benefits.
College & Family
Planning
Strategies to educate your children and ensure your family’s financial security, both now and in the future.
Tax-Efficient Wealth Building
We develop strategies to accommodate your new tax situation and build substantial wealth.
Executive Compensation Strategies
For those transitioning, we provide expert guidance on stock options, RSUs, and other benefits to optimize their value and tax efficiency.
Why Clients Choose Us
Familiarity
As a military retiree, our founder Christopher Flis deeply understands the unique financial landscape of senior military service, including specific needs like OGE-278 filings. We'll help you confidently leverage your pay and benefits while building a strong retirement.
For those transitioning, we expertly build a robust financial bridge to your "second act." We'll help you transform military excellence into civilian financial triumph, seamlessly integrating your benefits with private sector compensation to optimize your wealth for lasting success.
Trust
Resilient Asset Management is an independent Registered Investment Advisor and upholds a fiduciary standard. That means we always act in the best interests of our clients.
We aim to answer the questions our clients are not asking. When the unexpected happens, you have a trusted partner to whom you can turn.
Customization
Your financial journey, like your military career, is uniquely yours. We provide bespoke financial strategies meticulously tailored to your unique challenges, opportunities, and aspirations.
Looking to start your own business? Considering a drastic career change? As your needs and desires change, so will our road map.
Continuity & Accessibility
Life's journey, especially in military life, can bring unexpected turns. As a boutique firm, we pride ourselves on being a reliable constant and a personal lifeline, ensuring you and your family always have direct support when it matters most. We are a phone call or email away, often available on a same day basis.
What Should I Expect?
Free Consultation,
No-Obligation Call
Let’s see if we’re a good fit.
No pressure. No hassle.
Data &
Discovery
Deep dive into your
finances, risk tolerance,
pain points, and goals.
Analysis &
Recommendations
Custom recommendations
and a roadmap for your
financial journey.
Implementation &
Ongoing Evaluation
Take action. Continuous
guidance and monitoring.
FAQ
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How do you charge for your services?
Our bedrock (and much-preferred) service method is a Fixed Fee model. This is includes all-aspect financial planning, including investment management. We do not sell any products, nor do we receive any commissions from our recommendations.
We charge a one-time Client Onboarding Fee of $1,000. Our Fixed Fee model starts from $6,000 per year and is based on the complexity, depth, breadth, and time required to service individual Client needs. Clients are billed quarterly in arrears.
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Is there a asset minimum that we need to work with you?
We don't base our fees on asset levels, but on the complexity, depth, breadth, and time required to service individual client needs.
We also work with clients whose assets we don't directly manage. We invite you to reach out to us so we can discuss your specific situation to see if we are a good fit.
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What does being a Fiduciary mean?
This means that we are ethically bound to act in your best interest at all times; we put your interests first.
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Is financial planning all about investments?
Investment portfolios can–and most often do–play a role in financial planning, but our approach involves all-aspect financial planning. This includes cash flow management, tax forecasting, risk assessment, education savings plans and so much more. Life isn't simple--your plan should match, be customized to your needs and evolve with you.
Ready to take Command of your Finances?
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