For our military

Military Millionaire Mastermind Program

Ed Diaz, Pete, Craig - team photo

What is the program? how do I qualify? Is it right for me?

Our program teaches service members how to create multigenerational tax efficient wealth strategies.

This is one of the easiest and most stratified pathways to wealth that is available to service members. With minimal effort on your part you will be able to ensure that you and your family are taken care of for years to come.

MEET THE TEAM

Realtor ~ Broker Associate
CRS, GRI, e-Pro, SRES, AHWD

Bailey Properties

Senior Broker Associate

W Real Estate

Senior Loan Officer

Top VA Lender

Crosscountry mortgage

Financial Professional

Pacific Advisors

 

Benefits By Services

To find your current benefits, simple select your branch of service below.

Officer

Note: Link directs you to our financial professional, Ethan Samuels where you can schedule an appointment to learn more about this opportunity.

Career Officer & Senior Enlisted Officer

Begin by calculating your military pension?

  • Do you have any rental real estate?
    Did you know you can sell it without paying Capital Gains on the first $250-500K of the profit?  Learn more
  • Learn how you can ensure a portion (up to 100%), of your military pension could be immune from state and federal taxes? Learn More
  • Signing up for the Survivors' Benefit Pension Plan is not the only option. Want to learn more? Come discuss here.  
  • Did you know you can automatically convert your SGLI or VGLI into a $400K Whole Life policy (no underwriting necessary & no questions asked). We would love to talk to you  more about this.

Junior Officer

Are you planning on going career?  Let's discuss how you can use your time in the Service to create inter-generational wealth without doing a lot of extra work or taking on a lot of additional risk.

Let's talk about your TSP.
Are you contributing traditionally or using the Roth Option?

Are you married and concerned about providing for your family?

Note: Link directs you to our financial professional, Ethan Samuels where you can schedule an appointment to learn more about this opportunity.

Junior Military