Click the box below that most closely matches your current financial situation to learn how we can help you achieve your goals. Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER Practitioner, Enrolled Agent, Accredited Investment Fiduciary Designee and President of C.L. Sheldon and Company, LLC.
He also is the author of Well and Faithfully Discharged: Financial TTP for Military Retirement. Curt provides comprehensive financial planning, including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers.
He also is the author of Well and Faithfully Discharged: Financial TTP for Military Retirement. Curt provides comprehensive financial planning, including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers.
Services
Please remember that past performance may not be indicative of future results.
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by C.L. Sheldon & Company, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by C.L. Sheldon & Company, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Your education and training have prepared you to be an officer and leader in the armed forces. There is a pretty good chance you haven't received a lot of instruction about what to do with your pay. We can help. With our financial education service you can learn about financial topics and get your finances organized.
If you're a Company Grade or Junior Officer or a Field Grade or Mid-Grade Officer who needs to get started, we're here for you. There are a lot of reasons we never get around to putting our financial affairs in order. It could be you're not confident enough to get started, or perhaps you need to get your spending under control, or just maybe you've been off fighting and winning our nation's wars.
Are you a senior military officer who is approaching retirement, or has recently done so?. At this important stage in life, you are likely facing many new challenges and opportunities, from starting a second career, to integrating the GI Bill into your children's college funding plan, to deciding what to do about the Survivors Benefit Plan (SBP), to setting up your ultimate retirement.
Independent of your prior rank you may have a highly unique and complex financial situation that needs the help of an experienced financial advisor. Is your financial life complex? Do you have non-qualified retirement plans at work? Do you own a business? Are you looking for tax-efficient ways to support charity?
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