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.

Do I need to have a certain amount of assets to work with Resilient Asset Management?

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.

Is Financial Planning just about investments?

No. While the market is a tool, it isn't the mission. At Resilient Asset Management, we believe a portfolio without a plan is just a collection of tickers. True resilience comes from integrating your military benefits, optimizing your business tax structure, and ensuring your estate is protected. Investments are the engine, but the Financial Plan is the roadmap that tells you where to drive.

This is why our All-Aspect Resilience tier is our preferred model of engagement, and the path that over 95% of our clients choose.

While we offer standalone Portfolio Management, our clients have found that true peace of mind only comes when their investments are working in direct harmony with their tax strategy, military transition, and business objectives. We don't just manage your money; we manage the complexity of your financial life.

Common Questions about Our Approach

The 4-Step Path to Resilience

Step 1: The Initial Brief

A no-obligation call to see if our expertise aligns with your complexity. If we mutually agree to work together, we move to the next phase.

Step 2: Data & Discovery

A deep dive into your current "as-is" state, including finances, risk tolerance, and specific pain points.

Step 3: Analysis & Recommendations

We develop custom recommendations and a strategic roadmap for your financial journey.

For project-based clients, we we deliver your "Tactical Roadmap" for you to implement yourselves.

Step 4: Execution &
Ongoing Evaluation

Taking action with continuous guidance and monitoring.

We Don't Deliver Generic Reports.

Our plans are dynamic strategies designed for execution, not binders meant for a shelf.

The Tactical Roadmap: What's Inside

While every plan is customized to your specific situation, a typical Resilient Asset Management strategy includes a deep-dive analysis of the following:

• Cash Flow & Net Worth Projections: A clear "as-is" snapshot and a "to-be" projection of your financial trajectory.

• Military Benefit Optimization: Detailed math on the Survivor Benefit Plan (SBP) and pension valuations to ensure you make the right choice before you sign.

• Small Business Wealth Capture: Strategies for Solo 401(k) contributions and maximizing the unique tax-planning opportunities afforded to owners.

• The "Tax Alpha" Strategy: Analysis of your current tax situation with specific recommendations to mitigate the "Tax Cliff" during retirement transitions.

• Risk & Insurance Assessment: A full review of Tricare, life insurance, and liability coverage to ensure no gaps exist in your "armor."

• Estate Analysis:
  A guide to how your assets will flow to the next generation, ensuring your intent is legally protected.

• Employer Benefit Integration: Analysis of your current employer retirement plans (like the TSP or Amazon 401k) to ensure they are working in harmony with your personal investments.