Financial Planning
from USAA

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Open only to USAA members - current and former U.S. military families, USAA Financial Planning Services offer options for people in all stages of life. For those with an income less than $100,000, USAA offers a planning session with a Certified Financial Planner and personalized planning. The company also offers retirement income planning and USAA Select and USAA Trust services for those with more assets or other planning goals.

Financial Planning Reviews

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gi-eagle said:

Aug 8, 2008 4:07 pm

I use USAA for banking and insurance which I have been very happy with them so far. As a result I would assume that their financial planning would be equally helpful (especially since I'm military). Also, USAA wants around $200 for a planning seesion and two advisory sessions. That seems like a good rate to me, is it?

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