Veteran · Saving
Cash that fits your plan
Open a cash account held at Altruist through Finance.vet — for reserves, near-term goals, and stability between military pay, retirement streams, and optional investing. Cash accounts are optional — not required for planning. Advocates help you decide how much cash belongs in your plan; they do not custody funds.
Enrollment is opening in partner-funded waves. Join the waitlist or ask your local VSO organization about sponsoring a cohort.
Cash account
Saving with a connected custodian
Cash accounts are opened at Altruist and connected to Finance.vet so your plan reflects what you hold. Finance.vet LLC provides investment advisory services separately when you choose managed investing; cash accounts do not require advisory enrollment.
- Hold emergency reserves and short-term goals outside your TSP
- Connect to your planning picture when balances sync
- Open alongside brokerage or Roth IRA — or on its own
- Terms, yields, and insurance coverage per Altruist disclosures
How it fits
Stewardship, not stuffing mattresses
Plan first
See retirement, survivor, and spending needs in one hub before moving money.
Advocate support
Free help setting reserve targets and task lists — educational, not product sales.
Your choice
Cash only, or combine with brokerage and Roth IRA when you are ready.
Questions
Frequently asked questions
Plain answers about advocates, planning, accounts, and how everything fits together — free to veterans in partner-funded programs.