Mission | Money | Meaning
Guiding service members and their families to financial clarity and peace
Guiding service members and their families to financial clarity and peace.
Mission | Money | Meaning
Who We Best Serve
Formynder Wealth Management serves both individuals and families who've spent a career serving their country and are starting to think about what’s next. Whether military retirement is still a few years out or already in the rearview, we’re ready to help you find and achieve the purpose you are looking for.
You might be:
3–5 years from military retirement and starting to plan ahead
Mid-military career, but thinking ahead with intention
Closer to transition and looking for clarity and momentum
Recently retired and ready to explore new opportunities
Common questions of future clients:
What kind of salary is needed in addition to a military pension?
How do my military benefits help my family if I am gone?
What does work-optional now look like?
How are taxes likely to change?
What should I do with my TSP?
Should I elect for the Survivor Benefit Plan?
How can I coordinate my military benefits with my encore career benefits?
How can I coordinate my military benefits with my spouses benefits?
How can I best use or pass down my education benefits?
What if I want to start my own business?
The mission’s not over, it’s just changing. Are you ready?
Service Offerings
Ongoing Wealth Management
This service provides comprehensive financial planning and investment management and guidance tailored to your life stage and career. Every engagement includes core areas such as budgeting, education, tax, retirement, estate, insurance, and investment planning. Planning is continuous, walking side-by-side with you so as your life changes, your plan adapts.
Project-Based Financial Planning
This service is designed for clients who need focused guidance on one to three specific areas of their finances, such as retirement income, tax strategies, or education funding. This limited-scope engagement provides targeted analysis and actionable recommendations without the commitment of an ongoing relationship. It’s a flexible way to address your most pressing financial questions with professional support.
Faith-Based Planning
This service provides a different approach to financial planning through the lens of faith. Focused on biblical principles, such as intentional investing and generosity, faith-based planning is an integrated service available to any of our service offerings.
About
Formynder Wealth Management, LLC
Formynder Wealth Management, LLC was built to be a reflection of what it means to serve others before self and as a retired Marine, I know what that means. I am 100% fiduciary, fee-only, and flat-fee, meaning your best interests are always my top priority, never commissions, sales goals, or confusing prices. I am dedicated to providing the exceptional financial planning and investment management services you would expect from a service member. My focus is on you: building a plan for the life you want to live and adapting with you through every life change.
