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
Ideal Formynder Clients
I serve 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, I’m 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 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?
Our Services
I help you define your ideal life, building a dynamic plan that changes when your life does. I walk alongside to help you implement, answer your questions, and get you to your goals. I help you know your risk, but you are in the investment driver seat.
This service includes everything in Operational Financial Planning, however, now I provide management services for any investment accounts that are outside employer retirement plans. This service is ideal for new investors or anyone interested in delegating investment management.
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
At Formynder Wealth Management, LLC, we know what it means to serve - the founder is a retired Marine. At our firm, we are 100% fiduciary and fee-only, meaning your best interests are always our top priority—never commissions or sales goals. We are dedicated to providing the exceptional financial planning and investment management services you would expect from a service member. Our focus is on you: building a plan for the life you want to live and adapting with you through every stage of change.
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