Financial Services

Investment Decisions for Military Personnel

Military personnel have many financial products available. Which one should they choose and how much of each do they actually need? The following questions should be considered before setting a financial plan.

1. Odds are Soldiers Guaranteed Life Insurance (SGLI) provides a majority, if not all of current life insurance protection. How can that level of coverage continue after retirement or separation? The current coverage would most likely be cost prohibitive.
2. Is the Thrift Savings Plan a good investment decision? How does this investment perform in comparison to other choices in the marketplace?
3. What plans are necessary to ensure that a client's family will be financially sound if he/she is mobilized?
4. Are the contract investment plans offered to soldiers good investment decisions?
5. Which products are best suited to each client's personal financial situation?
6. How can a client maximize his/her investment strategy?
7. How will a client fund his/her child's education?

Paladin Financial Services understands these issues and we help determine proper solutions for each client's specific needs. We provide a free analysis of a client's current financial plan and offer recommendations to correct any shortfalls. We offer these services using the finest tools and expertise to properly benefit each client.