The CFRS® (Certified Federal Retirement Specialist) designation is a registered trademark and signifies advanced education and focused expertise in federal and military retirement systems, including pension benefits, TSP, survivor options, and tax considerations.
Military Retirement Planning — Tailored to You
You’ve served our country — and you deserve a retirement plan that honors that service. Many military retirees are unaware of the full range of benefits and options available to them, or how those benefits can work together.
At Wealth-Patriots, as a Certified Federal Retirement Specialist (CFRS) and Caged Code 9XDQ2, we help military members and veterans understand the retirement benefits you’ve earned and make informed decisions that support your long-term financial goals.
We begin by evaluating your unique situation — including your service history, pay statements, insurance coverage, Thrift Savings Plan (TSP), and other benefits — so you have a clear picture of where you stand today.
What Military Retirees Gain From Working With Us
A clear understanding of how your military pension, TSP, and other benefits work together
Confidence in choosing the right retirement income strategy for your goals and timeline
Strategies designed to reduce future tax exposure and improve income efficiency
Guidance on protecting survivor benefits and planning for your family’s long-term security
A review of insurance and coverage options to help avoid gaps or unnecessary costs
A personalized retirement roadmap that provides clarity, structure, and direction
Greater peace of mind knowing your retirement decisions are informed, intentional, and aligned with the life you want after service
We take the time to explain your benefits in everyday language, make recommendations specific to your goals, and help you make confident decisions about retirement.
Your service deserves a retirement strategy that works — not one that leaves you guessing.
Click the button below to schedule a discovery call and see how we can support your transition from military service to a secure retirement.