Military OneSource Telephonic Financial Planning

Telephonic financial planning consultations are available through Military OneSource. Specialized financial planning consultations are provided by an affiliate group of Certified financial Planners (CFP). Military OneSource will arrange a telephonic appointment with these Financial Planners.

Services Provided An affiliated financial planner who is a Certified Financial Planner will speak with eligible service members and family members about items such as: Insurance Tax issues Basics of investing IRAs and mutual funds Retirement planning TSP/401(k)/403(b) questions Money management How to find, select, and work with a local financial planner

Program Benefits

The Financial Planners focus problem-solving and strategic planning relate to investing and savings. For example, when discussing investment options, a financial planner might discuss historical returns and volatility of different broad types of investment, such as bonds, blue chip stocks, small capitalization stocks, mutual funds, or certificates of deposit (CDs). He or she might show how that information can help a client make investment decisions appropriate to the client’s financial goals, age, or tolerance for risk. The financial planner provides objective information and does not recommend one investment over another. 

Eligibility

Financial counseling, planning and tax consultations are available to active-duty, Guard, and Reserve members (regardless of activation status) and families located in the continental U.S.

Get Started!

Contact Military OneSource at 1-800-342-9647 to schedule an appointment with a financial consultant.