Financial Planning

Managing your finances ensures that you can meet your financial obligations and needs now and in the future. Find information on community services and financial planning resources for you and your family.

Programs & Services

Currently showing 6 local programs & services.
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LOCAL

Veteran Compensation and Pension Benefits

Programs administered by the U.S. Department of Veterans Affairs that provide monthly payments to veterans who are disabled and were discharged under other than dishonorable conditions, their dependent children, surviving spouses and parents. Included are compensation benefits for veterans with service-connected disabilities; and pension benefits for veterans with limited incomes who are age 65 or older or are permanently and totally disabled as a result of a condition not related to military service. Veterans who are more seriously disabled may qualify for Aid and Attendance or Housebound benefits which are paid in addition to the basic compensation or pension rate. A veteran cannot receive both Aid and Attendance and Housebound benefits at the same time.

Disability Claims

Freedom Support Center

32 W Washington St, Petersburg, VA 23803

See map: Google Maps

Main: (804) 691-4905
Fax: (804) 835-9172
Veterans Aid and Attendance Benefit

Virginia Kares Home Care Services

146 Larkspur Lane, P.O. Box 1488, Galax, VA 24333

See map: Google Maps

Main: (276) 601-2846
Fax: (276) 601-2847

Financial Planning

Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.

Financial Counseling for Veterans

Freedom Support Center

32 W Washington St, Petersburg, VA 23803

See map: Google Maps

Main: (804) 691-4905
Fax: (804) 835-9172
Retirement, Investment, Tax Planning

Hahn & Associates, P.C.

313 Park Avenue, Suite 200, Falls Church, VA 22046

See map: Google Maps

Main: (703) 533-3777
Fax: (703) 533-3779
Financial Planning

Humane Investing, LLC

10218 Wolfe Manor Court, Suite 302, Glen Allen, VA 23060

See map: Google Maps

Main: (804) 441-1839
Fax: (804) 747-6559
Toll-Free: (800) 229-4121
Financial Assistance, Tax Preparation

Ravi Bhatia CPA

44110 Ashburn Shopping Plaza, Suite 223, Ashburn, VA 20147

See map: Google Maps

Main: (703) 543-9258
Fax: (703) 649-6116

Statewide and Nationwide

Financial Planning

Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.

Savings Assessment and Financial Education (S.A.F.E.)

Final Salute

2331 Mill Road, Suite 100, Alexandria, VA 20168

See map: Google Maps

Main: (703) 224-8845
Toll-Free: (866) 720-9171
Financial Education Assistance, Military Caregivers

USAA Life Insurance Company

9800 Fredericksburg Road, USAA Building, San Antonio, TX 78288

See map: Google Maps

Main: (210) 531-8722
Toll-Free: (888) 503-1168

Veteran Compensation and Pension Benefits

Programs administered by the U.S. Department of Veterans Affairs that provide monthly payments to veterans who are disabled and were discharged under other than dishonorable conditions, their dependent children, surviving spouses and parents. Included are compensation benefits for veterans with service-connected disabilities; and pension benefits for veterans with limited incomes who are age 65 or older or are permanently and totally disabled as a result of a condition not related to military service. Veterans who are more seriously disabled may qualify for Aid and Attendance or Housebound benefits which are paid in addition to the basic compensation or pension rate. A veteran cannot receive both Aid and Attendance and Housebound benefits at the same time.

Veterans Aid and Attendance

Veterans Care Coordination

300 Parkway Industrial Drive, Lake St. Louis, MO 63367

See map: Google Maps

Main: (855) 380-4400
Fax: (855) 380-4401
Toll-Free: (855) 777-4693
Veteran's Aid and Attendance Pension

Veterans Home Care

(Information provided via website or phone), St. Louis, MO 63146

See map: Google Maps

Main: (314) 514-2444
Toll-Free: (877) 390-6377

Beneficiary Financial Counseling Service and Online Will Preparation

The VA provides financial planning and online will preparation services available at no cost to beneficiaries of specific group life insurance and injury protection policies.
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Financial Education for Military Caregivers

Learn about free financial education assistance for military caregivers.
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Free Tax Return Preparation for Veterans, Military Members and their Families

Tax season is the time of year when each person "settles" their financial state with the Internal Revenue Service (IRS). As veterans, there are many different services provided to help ease the stress of the tax season.
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Getting Your Affairs in Order

Learn how to plan for the future by taking important steps for getting your legal and financial affairs in order.
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Prudential Financial Wellness Center - Veterans

Want to know where you stand financially? The Financial Wellness Center can help.
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Retirement Planning

Retirement can be a time to explore new possibilities or to slow down and fully enjoy the life you spent your working years building.
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Scams Targeting Veterans

U.S. military veterans are twice as likely as nonveterans to lose money to fraud so it's important to be aware of the various scams.
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Tax Information for Veterans

Find out about federal tax-related information for Veterans provided by the Internal Revenue Service about tax credits and benefits, free tax preparation, financial education and asset-building opportunities.
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The Financial Field Manual - A Personal Finance Guide for Military Families

Members of the military face financial challenges most people don’t experience. They have to move frequently—sometimes on short notice—and may have to deploy to combat zones for months or years. But they also have access to valuable benefits and investing options not available to the general public, including special tax breaks, low-cost investments, legal protections, educational opportunities, insurance programs and other resources.

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