Veteran financial care
From survival to stewardship
Retirement planning, family protection, benefits discovery, and managed investing—all in one place. Built for veterans and always free.
Your plan
One view
VA, pension, Social Security, savings & survivor
Your advocate
No cost
Tasks, follow-ups, and calls on your plan
Your horizon
20–30 years
Retirement & protection, then invest if you choose
Supported by
Free advocates are made possible by partner organizations that fund navigation for the veterans they serve.
Why Finance.vet
Money stress doesn't end when the uniform comes off
Veterans juggle disability pay, retirement, Social Security, savings, and family protection across dozens of sites—without a single picture of what they have, what's ahead, or what to do next.
You shouldn't have to become a financial expert to feel secure about your future.
Advocates
Free to veterans
Advocates are real people you can talk to and ask your most pressing questions. Partner organizations—VSOs, foundations, and sponsors—fund advocates so veterans don't pay. Learn about partnerships
Advocates do
- Set next steps from your plan
- Assign tasks you see and complete in your account
- Follow up on insurance, survivor, retirement, and housing milestones
- Answer platform and planning questions for educational purposes
Advocates don't
- File or appeal VA disability claims
- Push investments
- Provide investment advice (that's Finance.vet LLC when you opt in)
- Charge you for advocate time
Referred by a post or partner? Sign in with the email they provided.
We're with you every step of the way
6M+
veterans receive VA disability compensation
VA Annual Benefits Report · FY 2024
“I had no idea what all my benefits were, where all my policies lived, or what it all meant for me. Finance.vet changed that.”
Import your VA letter and SSA statement, add retirement accounts, and build a baseline plan—before you guess at what's next.
2.7x
people who plan do better financially
Strategic Business Insights MacroMonitor 2020–21 Report
“My advocate didn't drop a PDF on me. We worked the same task list until survivor and retirement steps were done.”
Set a monthly income goal, run 20–30 year projections across your full picture, and get help finishing—not just reading dashboards.
$0
advocate fees for veteran members
Finance.vet partner-funded advocate model
“We could finally ask 'Can I retire?' with real numbers—and know what our family would have if something happened.”
Align survivor benefits and life insurance with income planning. Invest through regulated portfolios when your plan is clear—free to veterans, with only ETF expense ratios if you choose to invest.
How Finance.vet works
Three layers. One story.
Built for military benefits—not a generic investment app. See your full picture, get help finishing, and invest only if you choose.
- 1
Planning platform
One private plan for income today and decades ahead—pension, VA, Social Security, savings, housing, healthcare, and survivor needs. Guidance fits the page you’re on.
- 2
Advocates
A real person on your caseload: shared tasks, follow-ups, and call notes so you finish—not just browse.
Free to veterans. Educational support only—not investment advice. Not paid to sell investments. Not VA claims reps.
- 3
Investing—optional
Regulated portfolios through Finance.vet LLC when your plan is clear. Never required to use the platform or advocates.
Free to veterans. If you invest, only ETF expense ratios apply.
The difference
Can I retire—on my terms?
On your own
Scattered
- Benefits, TSP, and home equity live in different places
- No clear answer to “Can I retire?”
- Survivor and insurance choices sit apart from income planning
- Nobody helps you finish—just more tabs and PDFs
With Finance.vet
One picture
- Every income source in one retirement hub
- 20–30 year projections across your full plan
- Protect: survivor stack and life insurance, separate from monthly income charts
- Advocates help you complete plan tasks—free
Getting set up
Five steps
- 1
Sign in
Private member account—your data stays yours.
- 2
Build your picture
Pension, VA, Social Security, accounts, housing, and protection in one place.
- 3
Know your stage
See your life stage and what to focus on next.
- 4
Work your advocate
Free tasks and follow-ups tied to your plan.
- 5
Explore & invest
Review benefit matches and set your investment path—invest through Finance.vet LLC only if you want to (no advisory fees).
Your member platform
Plan, protect, discover
Can I Retire?
Retirement hub: pension, VA, Social Security, accounts, housing, healthcare, and family—by life stage.
Protect
Survivor benefits, life insurance (including VALife/VGLI), and household protection linked to your plan.
Benefits
Personalized benefit matches, investment path, and opportunities—filtered by your profile and connected to your plan.
Income & benefits
- Pensions
- VA disability
- Social Security
- Other income
Family & health
- Survivor (SBP, DIC)
- Life insurance
- Dependents
- Healthcare & Medicare
Housing & choices
- Home equity
- VA home loan
- Location & cost over time
Your plan. Your advocate. Your terms.
Sign in to see your picture, work with advocates for free, and use Finance.vet LLC investing only if you want—no advisory fees to veterans.
Questions
Frequently asked questions
Plain answers about advocates, planning, accounts, and how everything fits together — free to veterans.