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Current members and veterans of the U.S. Armed Forces face unique challenges and circumstances. Not only have they been tasked with the great responsibility of protecting our country, they must also provide for their own financial well-being and that of their families. Service members and veterans have sources of income and benefits that may not be available to civilians. Our Military Resource Center provides information on topics such as general financial planning, retirement planning, and estate planning, along with background information on some of the benefits available to members of the military and veterans.

SPECIAL REPORTS

Members of the Military: Personal Financial Planning (click to view/download)

Members of the Military: Planning for Retirement (click to view/download)

Members of the Military: Estate Planning (click to view/download)

Five Key Benefits for Military Families
(click to view/download)
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 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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