Veteran Investment Planning provides free financial education to help America’s heroes achieve their American Dream.
GET STARTED!
The Assessment
The VIP Initial Retirement Assessment is a 11 questions exercise that helps you determine where you are sitting in your retirement readiness. The assessment takes about five minutes to complete.
The Workbook
This workbook is designed to help Veterans like you develop a Plan providing peace of mind and helping you achieve your financial goals.
The Course
The 5-seek Plan to Succeed course was built with you in mind. Tailored to meet the needs of Veterans, the Plan to Succeed course’s virtual learning provides the knowledge and application exercises designed to help you achieve your financial goals.
“We have found Veterans’ financial education directly correlates to their ability to transition well from active duty, enjoy their civilian career, and retire well. VIP’s Plan to Succeed is a part of every individual transition program we create.”
– Tony Mayne, GallantFew National Transition Director
Rockport Wealth Advisors (RWA), a dba of Rockport Wealth, LLC, is a registered investment advisor regulated by the Securities and Exchange Commission. You can find more information about how we conduct our investment advisory business by reading our ADV and CRS disclosure documents here. You can also find more information about the firm at SEC.gov.
