Voices: 3 ways to best serve ex-military clients
November 16, 2020 by Jerry Quinn
A financial advisor meeting with any client for the first time will prioritize establishing a relationship and identifying common ground in order to get a fix on their short- and long-term goals. The same applies to ex-military clients. Veterans answered to a higher purpose during their service, but you’ll find that in retirement, they’re working toward the same lifestyle, career and family goals as their civilian peers and rely on your knowledge to help them along the way.
But advisors should keep in mind that many aspects of military compensation are unique. When helping a veteran craft their plan, there are a few things to be aware of and ask about.