A free tool from Blue Bridge Wealth Management

You served. Let's make sure your money serves you back.

Whether you're still active duty, getting ready to transition out, or years into civilian life, take two minutes to see where your TSP, benefits, and overall plan actually stand.

Start My Free Assessment

Takes about 2 minutes. No account required.

Are you confident your TSP, military pension, and benefits are actually set up to work together, or does it feel like no one outside the military really understands your situation? Blue Bridge Wealth Management works with active duty service members, those getting ready to transition out, and veterans to build a real financial plan around what actually applies to you, from TSP contributions and rollovers to Survivor Benefit Plan elections to coordinating VA disability with civilian income. A lot of military families end up with a new advisor every time they PCS to a new duty station, with no one who actually knows their full picture or sticks around long enough to help. We build one plan that moves with you, whether you're still in, getting ready to transition out, or well into civilian life, and help make sure your service actually translates into a strong financial future for you and your family.

One

TSP and benefits left on autopilot

Not sure if your TSP and military benefits are actually working as hard as they could be.

Two

A new advisor every PCS

New duty station, new advisor, no one who actually knows your full financial picture.

Three

Uncertainty around transition

Not sure how your pay, benefits, and retirement plan change once you leave the military.

The Military Family Financial Assessment

A few minutes of questions about your service, your benefits, and your finances. We'll show you where the gaps are, and what to do about them.

Question 1 of 10

Which best describes where you are right now?

Question 2 of 10

Roughly what does your household have in savings and investments, including TSP?

Question 3 of 10

What worries you most about your finances right now? Select all that apply.

Question 4 of 10

Do you have money in the Thrift Savings Plan (TSP), old employer retirement accounts, or both?

Question 5 of 10

Do you feel like you truly understand how your military benefits and TSP work?

Question 6 of 10

Do you have a plan for how your pension and Survivor Benefit Plan (SBP) fit into your overall retirement income?

Question 7 of 10

On a scale of 1–10, how confident are you that your finances are set up to support you and your family through retirement?

Not confidentVery confident

Question 8 of 10

Do you have your will, beneficiaries, and survivor benefits properly set up?

Question 9 of 10

Are you planning for this with a spouse or family, or is it just you?

Last step

Get your personalized financial snapshot

Please fill in all three fields to see your results.

Your snapshot

Here's what your answers suggest.

A member of our team, not a call center, will reach out shortly to walk through your results. Or grab a time that works for you now:

Schedule My Free 20-Minute Review

Backed by a real, licensed advisory firm, not a lead marketplace

Blue Bridge Wealth Management is an independent registered investment advisor based in San Diego, affiliated with LPL Financial. We're not a call center and we don't rotate your account between reps.

Meet the team on our full website

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor
Member FINRA & SIPC
Licensed to work with clients nationwide across the U.S.
969 Market Street, Unit #1804, San Diego, CA 92101
Check the background of your financial professional on FINRA's BrokerCheck
Review LPL Financial's Form CRS at www.lpl.com/CRS