Getting Financially Squared Away with Joshua Brooks

We focused on the unique financial planning challenges facing senior military leaders as they transition to civilian life, with particular emphasis on irrevocable, time-sensitive decisions such as the Survivor Benefit Plan election, the Thrift Savings Plan rollover, and civilian compensation package navigation. We also covered the importance of working with a fee-only fiduciary advisor, the identity transformation that accompanies military separation, with Joshua Brooks, CFP, Army Veteran and Reserve Chaplain, and Founder of Exponential Advisors. 

You can learn more about Joshua at ExponentialAdvisors.net, TikTok,  Instagram, X, and LinkedIn.

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