Who We Serve
Military Leaders before, during, and beyond your transition to civilian life
Your transition from military to civilian career is no doubt a major life transition, but it is also a golden opportunity to clarify your goals and to chart a path to achieve them.
Thanks to your military pension, you have the safety net to take your time and figure out what you really want to be when you grow up.
That’s where financial life planning comes in – we’re here to guide you through that discovery process and to help you see how your financial resources support your goals.
We partner with you to optimize your resources, mitigate your risks, and help you sleep better at night knowing your finances are on track.
The stories below are intended to show examples of clients who would benefit from working with Tailwind Financial Planning.
Meet Elaine
Elaine is a Navy Captain nearing military retirement after 25 years serving as an engineer and project manager. Her credentials and hard work have delivered a job offer at a Silicon Valley start-up. It’s exactly the opportunity she’d hoped for, but she’s got a lot of questions before she signs on the dotted line, especially considering nearly a third of her salary is in equity compensation. How much is this equity compensation really worth? How will these options impact her taxes? Should she keep Tricare or switch to her company’s health plan?
Meet Mike and Lisa
Mike has served 20+ years in the Army as a JAG and general counsel. He and his wife Lisa want to retire in the Washington D.C. area so their teenagers can graduate from their current high school. He’s found an SES position at the Pentagon, but he needs help determining how the Federal Service benefits package integrates with his military and veterans’ benefits. Should he take the full Survivor Benefit Plan? What’s their best strategy to share one Post 9/11 GI Bill between their three daughters?
Meet Andrea and Matt
Andrea and Matt are a dual military couple who’ve juggled join spouse assignments, deployments, and a couple of kids throughout their 20+ year careers. They’ve decided at least one or maybe both will retire from the Air Force after their next assignment. What can they do now to prepare for their next life? Have they saved enough in their kids’ 529 college funds? And what should they do with the three houses in three different states that they’ve acquired and rented out along the way?
Meet Jeff and Marilyn
Jeff and Marilyn have served the Air Force and military families for over 35 years, reaching the rank of Lieutenant General in their last command. Their children are grown and they’re ready for their next adventure. Jeff needs help weighing his options – he could leverage his executive experience to land a VP position at a major defense contractor or he could launch his own consulting firm and LLC. Either way, they’re entering an entirely new world of wealth planning and the tax challenges that come with it. What are restricted stock units and how do they impact their taxes? How does he launch his own LLC?
Interested in working together?
Let us help you unravel the complexity of your transition from your military life to your civilian life.
Contact
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