Military Duty, Civilian Plan

Financial planning for veterans and military retirees in San Dimas, Glendora, La Verne, and Claremont

Jarret Rodriguez-Conklin, ChFC®, CIMA®, is a U.S. Marine Corps veteran. He served from 1999 to 2006 before starting his career in financial services. He knows what it's like to leave a structured military life and step into a civilian world with its own rules, paperwork, and decisions. That experience shapes how Homestead Wealth Management works with veterans, military retirees, and their families.

You served. Now let's put your benefits to work.

Military benefits are valuable, but they rarely come with a clear plan for how they fit together. We help you see the whole picture:

Military pension. How it fits with your other retirement income.
Survivor Benefit Plan (SBP). Whether it makes sense for your family.
Thrift Savings Plan (TSP). Whether to keep it, roll it over, or coordinate it with your other accounts.
VA disability compensation. How it fits into your budget and your long-term plan.
Social Security timing. When to claim alongside your military retirement.
Life insurance after service. SGLI, VGLI, and the other options.
Estate planning. So your family knows what you've built and how to get to it.

Whether you're a few years from separation, newly retired, or decades past your last formation, the goal is the same: a plan that makes sense for your life now.

A fiduciary in your corner

When we provide investment advisory services, we act as a fiduciary. That means we're required to put your interests first, give advice that fits your goals and situation, and be upfront about any conflicts of interest.

Veterans are often targeted by products and pitches that don't put them first. You deserve straight answers and a clear explanation of how each recommendation helps you. We'll tell you what capacity we're acting in, explain your options in plain language, and give you the time you need to decide.

How we work together

A conversation. We start by listening: your service history, your family, your goals, and what's keeping you up at night.
A clear picture. We gather your benefits, accounts, and documents and show you how they fit together.
A plan you understand. You get practical recommendations, not jargon, and we stay with you as your life and benefits change.

Local, and here for the long haul

Homestead Wealth Management is based at 413 E. Foothill Blvd., Suite 100, San Dimas, CA. We work with veterans and military families throughout San Dimas, Glendora, La Verne, Claremont, and the surrounding San Gabriel and Pomona Valley communities.

Ready to talk? Call 909-667-0587 to schedule a no-obligation conversation.