Who we serve
For the people who stood watch.
This firm is named after its founder’s job in the Army. So when a veteran, a firefighter, an officer, or a medic sits down with us, nobody has to translate. We know what a TSP is and what to do with it. We know pension math, survivor benefit elections, and why the drop program matters. We know that a second career often means a first real conversation about money — and that the discipline that served you in uniform is one of the strongest financial assets a person can bring to the table. We build on it.
Benefits map
Illustrative. Your plan is built from your own benefits and numbers.
The situations we see most
The situations we see most
The TSP decision
Leaving service with a Thrift Savings Plan means a real choice: leave it, move it, or blend it with what comes next. The TSP has genuinely low costs, so this decision deserves math, not a reflex. We’ll walk through all the options honestly — including keeping it right where it is.
Pension elections
Some of these choices you only get to make once, and they’re permanent. Single life or survivor option, lump sum or annuity, DROP timing — we model the outcomes side by side so you choose with your eyes open.
Survivor benefits
SBP elections, beneficiary paperwork, and making absolutely sure the documents match the intention. You of all people know why the paperwork matters before it’s needed.
Disability income
VA disability and duty-related benefits have their own tax treatment and their own place in a plan. We build around them, not despite them.
The second career
A new job means a new 401(k) stacking up next to military benefits — and often the first real conversation about how it all fits together.
The estate basics
Wills, beneficiaries, and guardianship documents, coordinated so your family never has to guess.
Spoken natively
Nobody has to translate.
This firm is named after its founder’s job in the Army. When a veteran, a firefighter, an officer, or a medic sits down with us, the conversation starts at full speed — we know what a TSP is, what an LES shows, how pension math works, and what shift schedules do to family logistics. You’ll spend zero minutes explaining your world to your advisor, and every minute on your actual questions.
How we work with you
The same standard we bring to everyone.
Quality first, price second, watched daily, receipts kept — the full process is on our Investment Management and Financial Planning pages, and it applies here without exception. What’s different is the shorthand, and what the shorthand buys you: faster conversations, better questions, and a plan built by people who understand where the benefits come from because we’ve carried them too.
Find out what overwatch feels like.
Book thirty minutes, or start the Test Drive. No preparation needed on your end.
Rensselaer, Indiana
212 South Van Rensselaer Street, Rensselaer, IN 47978
Serving Northwest Indiana and clients in 9 states