Better Financial Guidance for Those Who Serve

Three people sitting at a table in an office, engaging in conversation, with large windows and city buildings in the background.

TMFRO strengthens the financial well-being of military members, veterans, and their families by educating, connecting, and supporting the financial professionals who serve them.

Military Finances Are Different

Military service creates financial opportunities and challenges that most Americans never encounter. Military and veteran families navigate specialized compensation and benefits, frequent moves and transitions, unique tax rules, retirement systems, disability and survivor benefits, education benefits, and decisions that can have lifelong financial consequences.

Yet finding a financial professional who understands these systems can be difficult. Military and veteran families should not have to explain their benefits to the professionals they rely on for financial guidance.

TMFRO works to close that gap by helping financial professionals develop the specialized knowledge they need to better serve the military and veteran community.

How We Close The Gap

TMFRO strengthens military financial expertise by supporting specialized professional education and bringing complementary professional communities together.

MFAA

Military Financial Advisors Association

A professional community of fee-only financial advisors committed to serving military and veteran families with knowledgeable, fiduciary financial advice.

MQFP®

Military Qualified Financial Planner

Educates financial professionals in military and veteran personal finance and helps families find fee-only professionals whose specialized knowledge has been verified.

MTEA

Military Tax Experts Alliance

A professional community of tax professionals committed to improving expertise in the unique tax issues affecting military members, veterans, and their families.


Military Financial Professionals Community of Practice

The Community of Practice brings together more than 150 financial professionals in a private, collegial environment where members are encouraged to ask questions, share knowledge, seek mentorship, and learn across disciplines, strengthening the collective expertise available to military and veteran families.