Veteran · Investing
Invest when your plan is clear — never because someone pushed you
Finance.vet connects veterans to Altruist for brokerage and Roth IRA accounts, with optional managed investing from Finance.vet LLC. Planning tools and advocates are free; investing is optional. Advocates do not recommend securities — advisers at Finance.vet LLC do when you enroll.
Account types
Brokerage, Roth IRA, and managed portfolios
Open any combination that fits your plan — cash, brokerage, Roth IRA, or all three — through the Altruist connection when enrollment is open.
Brokerage account
Taxable investing account for long-term goals beyond TSP and IRA limits. Held at Altruist; optional managed strategies from Finance.vet LLC.
Roth IRA
Tax-advantaged retirement savings when you qualify. Open through the Altruist connection alongside or instead of a taxable brokerage account.
Managed investing
Optional portfolio management by Finance.vet LLC, an SEC-registered investment adviser. No advisory fees to veterans in partner-funded programs — ETF expense ratios only.
Three lanes
Keep roles clear
Advocates
Help you finish your plan and understand tools — not pick funds.
CFP planning bench
Reviews complex plans — retirement gaps, survivor timing, tax context — before you invest.
Finance.vet LLC
SEC-registered investment adviser for optional managed strategies on Altruist-held accounts.
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Read Form ADV and account agreements before investing.
Questions
Frequently asked questions
Plain answers about advocates, planning, accounts, and how everything fits together — free to veterans.