Creating financial strategies for current and retired military personnel is a very specialized field. As a 34-year veteran (Colonel, Ret.) with the Arkansas National Guard, I am uniquely positioned to be able to help with existing benefits, and capably navigate the nuances in order to plan for your financial future. If you have a personal financial advisor, you must be certain that they understand how your military benefits operate, and how to maximize other solutions to integrate with those existing benefits.
You may consider asking your advisor the following questions (these are the things that I can help you better understand if your advisor is unfamiliar with the information):
MassMutual, its agents, and representatives do not provide tax and/or legal advice.