Financial Planning for Military Families & Veterans

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Helping service members and veterans build long-term financial security.

MVEST Wealth Partners proudly provides financial planning for military families and veterans who have dedicated their lives to service. Our team understands the challenges of deployments, frequent relocations, and unique pay structures. We help active-duty personnel, retirees, and veterans near Shaw Air Force Base, as well as across Sumter and surrounding South Carolina communities, create lasting financial stability during and after military service.

Service Those Who Serve Others

Service members and their families face a distinct financial journey—one that often includes moving every few years, managing multiple benefits, and planning for an uncertain transition into civilian life. At MVEST Wealth Partners, we respect that journey and offer strategies designed around the military lifestyle.



Whether you’re stationed at Shaw AFB or a veteran building your next chapter, we’ll help you make the most of your military benefits, build wealth, and prepare confidently for the future.

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Military Retirement & Thrift Savings Plan (TSP)

We help you understand your military retirement planning options, from maximizing TSP contributions to selecting the right funds based on your goals. Our advisors also help you evaluate the Blended Retirement System and coordinate your pension with your other income sources in retirement.

Survivor Benefit Plan (SBP) Decisions

Choosing whether to enroll in the Survivor Benefit Plan is one of the most important retirement decisions you’ll make. We’ll help you weigh the pros and cons, consider life insurance alternatives, and ensure your family’s long-term security.

Deployment & Savings Strategies

Deployments often bring tax-free income opportunities and special pay. We help you use those benefits wisely—whether that means funding a Roth IRA or contributing to a tax-advantaged savings program.

PCS Moves & Housing

Frequent relocations can create difficult housing decisions. We guide you through whether to rent, buy, or sell during a PCS move and help you use VA home loan benefits effectively to support your long-term goals.

Transition to Civilian Life

When it’s time to leave the service, our advisors assist with rolling over your TSP, evaluating healthcare and life insurance options, and building a sustainable post-military budget. We ensure your transition is smooth and your new career path supports your financial future.

Why Military Families Choose MVEST

Military families work with us because we understand your world. Our team is familiar with base pay, allowances, and military pension systems. We work around deployment schedules, handle virtual meetings for families on the move, and stay connected no matter where service takes you.


We are proud to serve clients from Sumter to Columbia, providing trusted financial guidance to active-duty members, reservists, and veterans who want to make smart, lasting financial choices for their families.

FAQ

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803-774-0356
Call Us Today.

  • What financial benefits are available to military families?

    Military service members have access to pensions, Thrift Savings Plans (TSP), VA home loans, and tax benefits. We help you understand and maximize these resources.

  • How can I prepare financially for leaving the military?

    Planning for post-service life involves understanding pension options, budgeting for new income sources, and creating a long-term investment strategy. We help you make a smooth financial transition.

  • What are the tax benefits available for military personnel?

    Active-duty service members may qualify for tax-free allowances, deductions, and credits. We structure your financial plan to take advantage of these benefits.

  • How does military retirement planning differ from civilian retirement?

    Military pensions and TSP accounts offer unique advantages, but they require strategic management to ensure long-term financial security. We tailor retirement plans to meet your needs.

  • Do you work with clients at Shaw Air Force Base?

    Yes. Our firm is located near Shaw AFB, and we proudly serve airmen and their families. We’re familiar with the benefits and challenges of military life and offer flexible scheduling to accommodate deployments.

  • I’m deploying soon. Can you still work with me and my spouse?

    Absolutely. We regularly coordinate financial planning sessions virtually to ensure your spouse and family remain supported while you’re deployed.

  • Do you work with veterans outside South Carolina?

    Yes. We serve clients across multiple states and can continue working with you virtually after a relocation or retirement move.