Services
Guidance for every stage of your service career
Comprehensive financial planning and investment management built for Starfleet officers and their families.
What we offer
Comprehensive financial planning
A personalized, living plan covering cash flow, savings, debt, and your most important goals.
Investment management
Diversified, low-cost portfolios managed with discipline and reviewed against your objectives.
Benefits & pay optimization
Strategies to make the most of service pay, allowances, and benefits across assignments.
Retirement & pension planning
Coordinating your pension and personal savings into reliable, lasting retirement income.
Estate & insurance review
Protecting your family with appropriate coverage, beneficiaries, and estate strategies.
Civilian transition planning
Preparing your finances for the move from active duty to the next chapter.
How we work together
- Discover. We start with a conversation about your goals, your service timeline, and what matters most to you and your family.
- Plan. We build a clear, written plan and an investment strategy aligned to your objectives and risk tolerance.
- Implement. We put the plan into action and coordinate the details so nothing falls through the cracks.
- Review. We meet regularly and adjust as your assignments, pay, and life evolve.
Advisory services are provided on a fiduciary basis. Investing involves risk, including the possible loss of principal; past performance is not a guarantee of future results.
See which services fit your mission
Book an introductory call to discuss your goals and how we can help.
Schedule a consultation“Every service is explained in plain language, and the plan actually fits how we live. For the first time, we feel completely in control of our finances.”
Frequently asked questions
Starfleet Wealth works on a fee-based, fiduciary model. We'll walk you through exactly how fees work before you commit to anything, so there are no surprises.