Military Professionals

As a military professional, we understand that you face particular financial challenges due to the nature of your work and career. Professional events like deployment, relocation and separation from service all require careful financial planning, as do personal goals like saving for a home purchase, investing in a child’s education and planning for retirement.

At the same time, you enjoy particular financial opportunities due to your predictable employment, steady income, and benefits such as housing and subsistence allowances, life and health insurance, educational assistance programs and a retirement savings plan.

With the discipline fostered in military service, you’re ideally equipped to execute a financial plan that can help you pursue your goals.

At Baillie & Associates Wealth Management, we understand the mobile nature of the military lifestyle. We support your mobility with financial stability through one-on-one service such as online access to your financial accounts, portfolio review conference calls and monthly statements. We can help ease your transition from military service, with options to help you roll over your Thrift Savings Plan, replace insurance benefits and provide steady income as you move into retirement or your career.