Our Veterans bravely protect our country but many are not prepared for life’s financial pressures.  We decided to do something about that.

Veteran Financial Freedom Initiative (VFF)

Naples Wealth Planning and Agile Capital have come together to present an offering designed specifically for active members of the military, veterans and disabled veterans. We believe these individuals should have access to high quality investments and financial advice, and we are here to help make that happen. For no cost, we can give you access to leading edge financial planning software and determine your risk number.  And most importantly, Naples Wealth Planning and Agile Capital leverage Institutional Intelligent Portfolios™ sponsored by Schwab Wealth Investment Advisory, Inc. ("SWIA") to bring you a very low-cost solution that charges you no management fee under the first $20,000, no commissions and no account service fees - leaving you with more money to invest. (See Disclaimer)

 

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Deployed & on the go

Whether you're deployed overseas or stationed at home, you need to be able to manage your finances anywhere anytime.

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raising Your family

Your kids, your spouse or partner and your family mean the world to you. Planning your finances means planning for your lives.

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Planning & investing

Buying your home, paying your bills, paying for college and other expenses are important for both your present and future.