Senior Military Members

As a Senior Member in the military, your time and attention are in high demand–you may at times feel overwhelmed trying to balance your busy life while also considering the financial decisions you make.

We are here to organize the complexities within your financial life, while also helping you balance your short term needs with your long-term goals. Whether you are navigating military retirement, figuring out how to pay for college, or trying to reduce your tax liability, we are here to help take the stress of managing finances off your plate.

Transitioning & Retired Service Members

If you’re approaching the end of your service career, you’ve got decisions to make. Whatever your next steps are, you’ll need to consider options for Tricare in retirement, decide on the Survivor Benefit plan, and much more. As a military retiree, our founder Christopher Flis uniquely positioned to assist you with your pre-retirement paperwork and can advise you on relevant military benefits you may be entitled to, such as your Veterans Administration (VA) Disability Claim.

The transition out of military service can be taxing for new retirees. The last thing you want to worry about is your finances, so let’s work together to create a plan for a future that you can feel confident about.

Military Members Transitioning into Amazon

Transitioning into Amazon can present new and unique challenges, particularly navigating the change in equity compensation. We specialize in working with Amazon employees looking to maximize their benefits options. Between RSUs, the benefits package, and company life insurance offerings, the right decisions can have a tremendous impact on your long-term plans.

If you’re a military retiree, retiree benefits and Amazon employee benefits are a dynamic combination. We’ll be at your side every step of the way to optimize your options from both sides and create a road map for your financial future.

Military Members Transitioning into Small Business

As a second career, starting your own business is both exciting and fraught with stressors. We have firsthand experience in small businesses and can help you leverage tax-motivating planning and small business retirement plans. Let’s build a solid financial foundation so you can focus your energy on growing your business.


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