BayView Private Wealth advisor Mark Dutram shares his experiences in the military and explains how BayView can help provide financial security to military veterans and their families in the video below.
At BayView Private Wealth, we are proud to serve America’s military families and professionals working in the aerospace and defense industry. BayView’s founder is a 2nd generation veteran and has deep roots in the U.S. military so we understand first-hand the special benefits and legal protections that can make a significant difference in their family’s financial plan.
We take pride being part of this community. BayView Private Wealth strives to be a premier financial planning firm serving our military, veterans, and civil service specializing in assisting our clients in their transition from a career serving our country, to the civilian world. We are humbled and honored to serve the needs of people who sacrificed for our great country, in order to protect their spouses, dependents, survivors, and family caregivers.
Financial planning for military families begins with a formal discovery process to understand which benefits and programs meet eligibility.
Keep in mind military members and veterans have access to valuable benefits at the state and federal level which affect Social Security, health insurance coverage, housing, education, life insurance, and retirement. There are also certain tax breaks and benefits for military members and their dependents and veterans we understand.
“Serving in the Air Force and Special Forces is one of the proudest chapters of my life. The sense of patriotism, discipline, teamwork, and perseverance that came from that time forever changed who I am. It has provided me with a passion to help those who serve our country and to make their lives better.”
Employers in aerospace and defense offer competitive and comprehensive benefits packages to their employees. Plans vary from one company to another, and at BayView Private Wealth, we can discern the important implications of each package to help you gain clarity and confidence about your choices and goals.
We work with professionals at companies like: Boeing, Lockheed Martin, Raytheon, Leonardo DRS, BAE Systems, InDyne Inc, Jacobs Technology, Odyssey Systems, Leidos, HX5, General Dynamics, Smartronix Inc., Applied Research Associates Inc.
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