Military Discount
RobertsonCFP Military Plan
Created for Those Who Serve
As a small way of saying thank you, the RobertsonCFP Military Plan provides Service Members, Veterans, and their families with full access to the RobertsonCFP financial education platform, including courses, tools, resources, worksheets, calculators, and community support.
This program is personal to me.
I served for 30 years in the U.S. Army and Army Reserve, beginning my military journey as a Private (E-1) and retiring as a Colonel (O-6). Along the way, I had the privilege of serving alongside some of the finest men and women our nation has ever produced. I understand the unique financial challenges military families faceā€”frequent moves, deployments, transitions, retirement decisions, and the sacrifices that come with serving something larger than yourself.
Throughout my career, I deployed to multiple countries, worked with military families around the world, and later served as a Personal Financial Counselor helping Soldiers and their families navigate important financial decisions.
The RobertsonCFP Military Plan is my way of honoring that experience and giving back.
Whether you're just beginning your military career, preparing for retirement, transitioning to civilian life, or simply trying to gain greater control of your finances, you'll find practical, easy-to-follow education designed to help you build a clear financial plan and move forward with confidence.
What You'll Receive
- Full access to all RobertsonCFP courses and educational modules
- Financial planning worksheets, templates, and tools
- Retirement planning resources
- Investment education resources
- Debt management and cash flow planning tools
- Goal-setting and financial planning workbooks
- Access to future course releases and platform updates
- Community support and ongoing educational content