Anthony Holds

As a former naval officer and graduate of Annapolis, Tony specializes in working with both active duty and former military personnel, building customized financial plans that reflect each client’s priorities and values.

Active-Duty Transition Considerations:

• SBP Selection
• SGLI Considerations
• Pension Planning
• Corporate Benefits Election
• VA Disability Compensation | Veterans Affairs

Education considerations for active-duty service members, veterans and their families: 

• Post-9/11 GI Bill (Chapter 33) | Veterans Affairs (va.gov)
• Yellow Ribbon Program | Veterans Affairs (va.gov)
• FAFSA
• Survivor Benefit Program Overview (defense.gov)

To get started creating a plan, or if any of these specific issues are relevant to you, let's chat. Schedule a call.