Military Financial Family Statistics
Understanding the unique financial challenges of the military community is key to our mission. Did you know that less than 20% of the military community are Financially Literate about Retirement and Investments? Or that veterans are twice as likely to own a small business compared to civilians?
Our tailored financial services are built to support the distinct needs of active duty, veterans, and military families—ensuring financial stability, growth, and success at every stage of service and beyond.
THE NUMBERS
With millions of military families and retirees also part of this network, their unique financial, career, and lifestyle needs shape a significant portion of the nation’s economy and society. Understanding these numbers helps highlight the impact and importance of supporting those who serve.
2.86+ mm
ACTIVE SERVICE MEMBERS
1.6+ mm
MILITARY DEPENDENTS
15.8+ mm
VETERANS AND RETIREES
2.5+ mm
VETERAN OWNED BUSINESSES
OUR MISSION
Our MISSION is to provide comprehensive financial education while supporting the holistic well-being of those we serve.
We integrate the Fulfillment Formula—Faith, Family, Fitness, Finance, and Fun—into our approach, ensuring a balanced and fulfilling life for our clients. By fostering financial literacy, we empower individuals to make informed decisions about budgeting, saving, and investing, strengthening their financial future and the communities they are a part of.
Our VALUES are the foundation of everything we do. Integrity, Collaboration, Innovation, and Accountability are more than just words—they guide our decisions, actions, and relationships. These principles drive us to consistently deliver excellence, build trust, and create a culture of respect and continuous growth.
At our core, we believe that financial education is the key to empowerment. By equipping military families with the knowledge and tools they need, we help them build a strong financial foundation for a thriving future.