Veteran financial care
Serving current and future military millionaires
Retirement planning, family protection, benefits discovery, and managed investing—all in one place. Built for veterans. Free in partner-funded programs.
Enrollment is opening in partner-funded waves. Join the waitlist or ask your local VSO organization about sponsoring a cohort.
Your plan
One view
VA, pension, Social Security, savings & survivor
Your advocate
No cost
Partner-funded; many hold AFC® credentials
Your horizon
20–30 years
Retirement & protection, then invest if you choose
Designed to partner with
We design Finance.vet to partner with communities served by organizations like these. Logos are illustrative of the veteran landscape — not a claim of current sponsorship unless separately announced.
Why Finance.vet
Money stress doesn't end when the uniform comes off
Veterans juggle disability pay, retirement, Social Security, savings, and family protection across dozens of sites—without a single picture of what they have, what's ahead, or what to do next.
You shouldn't have to become a financial expert to feel secure about your future.
Advocates
Free to veterans in funded programs
Advocates are real people you can talk to and ask your most pressing questions. Many advocates hold the Accredited Financial Counselor (AFC®) credential. Partner organizations—VSOs, foundations, and sponsors—fund advocates so veterans don't pay. Learn about partnerships
Advocates do
- Set next steps from your plan
- Assign tasks you see and complete in your account
- Follow up on insurance, survivor, retirement, and housing milestones
- Answer platform and planning questions for educational purposes
Advocates don't
- File or appeal VA disability claims
- Push investments
- Provide investment advice (that's Finance.vet LLC when you opt in)
- Charge you for advocate time
Referred by a post or partner? Sign in with the email they provided.
We're with you every step of the way
Illustrative member voices — composite quotes that reflect how veterans use the platform, not attributed testimonials.
6M+
veterans receive VA disability compensation
VA Annual Benefits Report · FY 2024
“I had no idea what all my benefits were, where all my policies lived, or what it all meant for me. Finance.vet changed that.”
Import your VA letter and SSA statement, add retirement accounts, and build a baseline plan—before you guess at what's next.
2.7x
people who plan do better financially
Strategic Business Insights MacroMonitor 2020–21 Report
“My advocate didn't drop a PDF on me. We worked the same task list until survivor and retirement steps were done.”
Set a monthly income goal, run 20–30 year projections across your full picture, and get help finishing—not just reading dashboards.
$0
advocate fees for veteran members
Finance.vet partner-funded advocate model
“We could finally ask 'Can I retire?' with real numbers—and know what our family would have if something happened.”
Align survivor benefits and life insurance with income planning. Explore optional investment paths when your plan is clear. Educational planning tools are not advice.
How Finance.vet works
Four lanes. One story.
Built specifically for military members and the systems that support them. See your full picture, get help finishing, escalate complex plans, and invest only if you choose.
- 1
Planning platform
One private plan for income today and decades ahead—pension, VA, Social Security, savings, housing, healthcare, and survivor needs. Guidance fits the page you’re on.
- 2
Advocates
A real person on your caseload—many holding the Accredited Financial Counselor (AFC®) credential—with shared tasks, follow-ups, and call notes so you finish—not just browse.
Free to veterans in partner-funded programs. Many advocates are AFC® credentialed. Educational support only—not investment advice. Not paid to sell investments. Not VA claims reps.
- 3
CFP planning bench
Credentialed plan review when survivor timing, household transitions, or retirement shortfalls need depth. Supports your advocate—does not replace day-to-day task work.
Educational framing. Not personalized securities advice unless you separately enroll with Finance.vet LLC.
- 4
Accounts & investing—optional
Cash, brokerage, and Roth IRA through Altruist, plus optional managed portfolios through Finance.vet LLC when your plan is clear.
Never required. Educational planning tools are not advice.
The difference
Can I retire—on my terms?
On your own
Scattered
- Benefits, TSP, and home equity live in different places
- No clear answer to “Can I retire?”
- Survivor and insurance choices sit apart from income planning
- Nobody helps you finish—just more tabs and PDFs
With Finance.vet
One picture
- Every income source in one retirement hub
- 20–30 year projections across your full plan
- Protect: survivor stack and life insurance, separate from monthly income charts
- Advocates help you complete plan tasks—free in funded programs
Getting set up
Five steps
- 1
Join a wave
Join the waitlist, or ask your local VSO organization about sponsoring a cohort so advocate capacity is ready.
- 2
Build your picture
Pension, VA, Social Security, accounts, housing, and protection in one place.
- 3
Know your stage
See your life stage and what to focus on next.
- 4
Work your advocate
Partner-funded tasks and follow-ups tied to your plan.
- 5
Explore & invest
Review benefit matches and explore optional investment paths through Finance.vet LLC only when authorized.
Your member platform
Plan, protect, discover
Can I Retire?
Retirement hub: pension, VA, Social Security, accounts, housing, healthcare, and family—by life stage.
Protect
Survivor benefits, life insurance (including VALife/VGLI), and household protection linked to your plan.
Benefits
Personalized benefit matches, investment path, and opportunities—filtered by your profile and connected to your plan.
Income & benefits
- Pensions
- VA disability
- Social Security
- Other income
Family & health
- Survivor (SBP, DIC)
- Life insurance
- Dependents
- Healthcare & Medicare
Housing & choices
- Home equity
- VA home loan
- Location & cost over time
Your plan. Your advocate. Your terms.
Join the waitlist, or ask your local VSO about sponsoring a cohort to see your picture and work with advocates at no cost to you. Educational planning tools are not advice.
Questions
Frequently asked questions
Plain answers about advocates, planning, accounts, and how everything fits together — free to veterans in partner-funded programs.