Active Duty & VeteransMilitary Financial Planning

At BayView, we strive to help provide them with financial security, peace of mind, and protection for the ones they love as they go out and risk their lives for America. We’ll explore your financial requirements and goals as part of a comprehensive analysis that includes many different parts.

How We
Help Veterans

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.

Military Roots

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.

How Military
Planning Works

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.

  • Military Pension Analysis
  • Survivor Benefits
  • Asset Protection
  • Insurance Analysis
  • Estate Planning
  • Risk Management
  • Real Estate Planning Strategies
  • Education Planning
  • Employee Benefits Optimization
  • Investment Advice
  • Cash Flow Management
  • Tax Planning Strategies
  • Thrift Savings Plan
  • Continuation Pay

“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.”

Aerospace &
Defense Workers

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.

Insight is the art of seeing what is invisible to others.

Destin Office
Main: 850-990-0618
Text: 850-367-0090
1234 Airport Road, Suite 121 Destin, FL 32541
St. Petersburg Office
Main: 727-369-6151
Text: 727-496-4963
200 Central Ave, 4th Floor, St. Petersburg, FL 33701

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC  (“RFG Advisory” or “RFG”), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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