Military PFO

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As a way to give back, we act as a Personal Financial Officer (PFO) for our Hawaii-based military servicemembers. Akin to a Chief Financial Officer (CFO) at a corporation who is responsible for managing financial affairs, we assess the financial needs of our military clients’ and help them with decisions on investments (such as managed portfolios), tax laws, and various types of protection (insurance). They provide a strategy that helps keep the business in a healthy financial state while the business owner or CEO focuses on the strategy to grow the business.At MilitaryPFO, our advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

Steps to Building a Financially Secure Future

Money plays a role in many of the choices we make throughout our lives. A few good financial habits can go a long way. If you work to follow a plan, chances are good that one day, your finances will be working for you. Planning can magnify that money and enable it to work harder, to pay for the countless things we hope to experience, or even to leave a legacy. This is where we can help.

Start by Optimizing Your Valuable Military Benefits

Since 2001, we have helped thousands of Hawaii-based U.S. military servicemembers plan for a safe, secure financial future. We take great pride in providing our military clients’ with the knowledge and information they need to take full advantage of their valuable benefits.

Mr. Wheeler and GWG has been recognized for our ongoing support at all four major military installations on the island of Oahu, as well as assisting neighbor island U.S. National Guard and Reserve units.

Over the years, Mr. Wheeler has been humbled by the recognition he has received. He received the “Patriot Award”, as well as the prestigious, “Stryker Award”, from the U.S. Army’s 25th Infantry Division. Also, U.S. Senator Daniel Akaka acknowledged Mr. Wheeler’s professionalism and his well-received “financial literacy program”, which serves to educate our U.S. service members. (FREE for Hawaii units, squadron and divisions).

Believing that our U.S. military personnel deserves only the very best, Mr. Wheeler’s vision is for our firm to be a Hawaii’s premier leader in the military benefits planning arena. Our professional goal is to be highly sought-after for our bulletproof reputation which always precedes us. We have worked tirelessly to uphold this unwavering standard. It all starts with our valued client relationships, which are built on a solid foundation of integrity. And it culminates with the positive results we actively produce by always being mindful of putting our clients’ interests first. This is our commitment to our valued, loyal clients.

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Garrett Wheeler briefing the troops at Schofield Barracks in 2008 on their options concerning important conversion decisions regarding SBP and SGLI-VGLI, as well as TSP rollovers, etc. Wheeler accepts invitations without cost to the military, to conduct Professional Military Education(PME) type seminars in Hawaii. Please feel free to contact GWG for more details on these popular workshops.

Questions? Contact MPFO today for a complimentary consultation. Email us at: info@garrettwheeler.com or call (808) 216-4147 for more information. Thanks for your service!

2 comments

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