Retirement Planning Specialized for Veterans
August 2023 Newsletter
Decision Time after the TSP 5% Match The military’s blended retirement system is an extremely beneficial program for active duty service members investing through the
July 2023 Newsletter
529 Educational Savings Plan Provides Veterans Flexibility for Their Children We know that investing in the Roth TSP is the best option for most active-duty
May 2023 Newsletter
The “un-fun” part of financial planning takes care of your loved ones the most. Life insurance is the single most overlooked piece of Veteran’s financial
Highly Trained Soldiers Deserve to HAVE Quality financial and REtirement Planning!
Planning plays a key role in the success of any military mission. The better the plan the better prepared you are to achieve your objective. Well, it’s the same with retirement. No matter where you are in your military career, taking a little time now to create a retirement plan can pay off tremendously in the future. At Veteran Investment Planning, we specialize in helping Military Veterans like you develop a plan that gives you peace of mind about your financial future while also helping you turn your retirement dreams into reality.
We offer a variety of resources to help with your planning, including:
PODCAST
MARKET UPDATE
VIDEOS
Consumer Price Index (CPI) And What Veterans Need To Know in 2022
“Okay, so what you’re looking at here is the CPI, the Consumer Price Index, which is kind of a common measure for inflation. It’s this
The Power Of Health Savings Accounts (HSA) –
“A type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses. By using untaxed dollars
Getting Life Insurance Early – Should You?
“You hear it all the time? I don’t need it. What do I need it for? I don’t have a need. Right. You know, maybe
WHO WE ARE
Veteran Investment Planning includes investment advisors with close ties to the military. We understand the hard work and commitment that it takes to become a part of the U.S. Military and we want to see that hard work pay off with a retirement you can truly enjoy. We will work closely with you to develop strategies that help ensure you enjoy the post-military financial security and flexibility you deserve. Veteran Investment Planning is wholly owned subsidiary of Rockport Wealth LLC.
Joseph J Kovach, CFP ®
Owner, Rockportwealth LLC
The son of a military man, Joe Kovach, CFP® is a Financial Advisor with 20 years of experience in assisting clients, both in and out of the military, pursue and achieve their retirement and short/long-term financial goals.
Joe carefully builds customized, well-rounded plans that help clients get the investment options and tax and legal strategies they need to enjoy a dream retirement. In addition to retirement planning, his areas of specialty include: 401K Plans; Investments (including Mutual Funds, ETFs, Annuities and Advisory accounts); Insurance including Life, Long Term Care and Disability; Asset Allocation Strategies; Income Distribution Planning; Estate Conversation Strategies; Consultation with Tax and Legal Advisors; and Individual & Small Business Planning.
Joe’s credentials include: Certified Financial Planner, 2008; Charter Mutual Fund Counselor; Series 7; and he earned his Bachelor of Business Administration & Marketing from Cleveland State University in 1991.
Areas of Specialty
- Retirement Plans
- 401K Plans
- Investments (including Mutual Funds, ETFs, Annuities and Advisory accounts)
- Insurance including Life, Long Term Care and Disability
- Asset Allocation Strategies
- Income Distribution Planning
- Estate Conversation Strategies
- Consultation with Tax and Legal Advisors
- Individual & Small Business Planning
Designations / Education
- Certified Financial Planner, 2008
- Charter Mutual Fund Counselor
- Series 7
- Bachelor of Business Administration & Marketing , Cleveland State University 1991
Adam Stalnaker
Owner, Rockportwealth LLC
With two grandfathers that served in World War II, Adam grew up with a deep respect of the military and those who dedicate themselves to defending our country. During his career, he has worked with many veterans and veteran-owned businesses.
After earning his Bachelor’s Degree from The Ohio State University, Adam started his career at Grant Thornton in the Assurance Department and then worked for seven years in the accounting industry. In 2009, Adam joined New England Financial, which is where he began his career as a Financial Advisor. After four years at New England Financial, he joined Rockport Wealth Advisors.
Adam is now actively pursuing his vision of building a financial services firm that meets the full spectrum of his clients’ financial planning needs – including the unique needs of today’s Army Rangers. He holds a Series 7 registration and insurance licenses. Adam’s areas of knowledge include retirement and insurance planning for individuals as well as qualified plan design and monitoring for businesses.
Get Started
Why Financial Planning?
- Personal financial planning is more complicated than many people realize – and it can impact your life for years and decades into the future.
- It’s important to gain lift off financially and avoid costly mistakes that can derail your plans. Additionally, there is a lot of conflicting advice about what path to follow.
- Your Veteran Investment Plan allows you to lean on our experience while developing your own customized plan. As you proceed forward toward retirement you will enjoy the assurance of having a professional financial planner looking over your shoulder along the way.
- Our independent business model and concern for veterans ensures that we put you first in all investment strategies and business decisions.
