top of page

Transparent Fees for Advice.

3 Distinct service models to fit your unique needs and life stage

BLUF Finance Membership

BLUF Finance Membership Features

Best for military and veterans who want to DIY

✓ Elements Financial App

✓ Quarterly Progress Reports

✓ Monthly Q&A

✓ Financial Planning course

✓ Financial Helpdesk

✓ Library of checklists

✓ 1:1 Sessions at $350/hour


Comprehensive Financial Planning + Investment Management 

Best for business owners and high- income or high net worth families

✓ Cash flow and debt planning 

✓ Tax planning

✓ Retirement Planning

✓ Education Planning

✓ Employee Benefits Planning

✓ Insurance Planning

✓ Estate Planning

✓ Semi-annual meetings

✓ Monthly check-ins

✓ Low cost, no load investments

✓ Customized to your goals

✓ Globally Diversified Portfolio

✓ Tax Smart Investing

✓ Tax Loss Harvesting

✓ Asset Location 


For Business Owners

✓ Business Cash flow planning

✓ Business entity analysis

✓ Business Tax planning

✓ Owner's pay analysis

✓ Retirement plan analysis

✓ Exit planning

✓ Business Estate planning

✓ Quarterly meetings

Starting at $4,000/year 

Military Transition Plan

Military Transition Plan Examples.jpg

Best for those that are approaching their  military transition and want help thorough this complex time of life.

**Buy one Give One** After your plan, we will give a plan to an E-5 or below

✓ Net Worth Statement

✓ Leave Balance

✓ ID Protection, Credit Score

✓ Take Home Pay Analysis

✓ Separation Income 

✓ Cash Flow Projection 

✓ Short Term Goals and Debt

✓ Keep or Sell Current House

✓ Buy or Rent new house

✓ Mortgage Decision

✓ Employee Benefits 

✓ GI Bill 

✓ Education Savings 

✓ Property/Casualty Insurance 

✓ Life and Disability Insurance 

✓ SBP Analysis

✓ Health Insurance 

✓ Tax Planning 

✓ Retirement Projections 

✓ Keep or Roll TSP Decision 

✓ Investment Analysis

✓ Estate Planning 

✓ Order of Operations

✓ Measurable Action Plan 

✓ 1 year of planning access


Download the Ultimate Financial Checklist for Military and Veterans

In this value packed checklist, you'll get 7 pages of critical things to be thinking about to clarify your journey to financial freedom

Ultimate Financial Checklist for Military Members
bottom of page