06/23/2026
Now available on our website: “The Military Officer’s Guide to a Purposeful Financial Future” eBook, written by our Senior Vice President Matthew Smith.
Matt wrote this eBook based on his own experiences as a military officer and as a financial professional.
“I’ve had the privilege of serving in multiple roles across the Air Force, from flying as an Airborne Cryptologic Linguist in Afghanistan to working as a Personnel Officer and Commander’s Executive Officer,” said Matt. “I’ve worked with military personnel from every branch, and I’ve served in joint roles and bases. Like you, I know firsthand how it feels to adapt to new missions, new responsibilities, and new chapters.”
Every client is unique, but military officers have distinctive needs and opportunities when transitioning to civilian life. This eBook provides a clear roadmap for those officers, featuring the same strategic planning to which they’re accustomed.
Visit our website to download the eBook.
Download a free eBook: The Military Officer's Guide to a Purposeful Financial Future by Matthew Smith