Military Leaders
At Oakwell PWM, we honor and support the unique financial paths of military leaders and veterans. Serving those who have served our nation is a commitment that goes beyond traditional financial planning. With Jacob Yaklin, one of Oakwell's CERTIFIED FINANCIAL PLANNER™ professionals and former Marine Corps Battalion Financial Coordinator, we offer specialized guidance to tackle the distinct challenges faced by military leaders and veterans, ensuring a successful military retirement.
Why Choose Oakwell PWM
- Maximizing Retirement Benefits: We assess your military retirement source, including the High-3 pension, the Blended Retirement System, and the Thrift Savings Plan (TSP), to help you manage these benefits effectively post-service.
- Transitioning to Civilian Life: We help you navigate the financial aspects of transitioning from military service to civilian life, ensuring your retirement benefits can support your standard of living.
- Optimizing TSP Management: We provide strategies to optimize your Thrift Savings Plan (TSP), considering its limited investment options and exploring alternatives for broader investment opportunities.
- Veteran-Centric Expertise: Our team has direct experience in military service and veterans' financial needs, providing a deep understanding of military retirement plans and VA benefits.
Let Oakwell’s CERTIFIED FINANCIAL PLANNER professionals guide your post service financial journey with expertise, empathy, and a genuine commitment to your peace of mind. Craft a legacy that's not just financially sound but emotionally enriching—a chapter resonating with purpose and legacy.
