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24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

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Give-Back Initiative for Active Military

Helping Those Who Protect Us

Our founder, Scott Ulves, is a military veteran. He is proud to have served our country and deeply appreciates the sacrifices made by our service members who put their lives on the line to protect our freedom. To show our gratitude, we created the CARE Package program. The CARE Package is a unique program specifically designed to assist our active military service members by providing complementary financial counseling services to them and their families.

Early financial advice lays the foundation for long-term wealth creation and financial independence. By learning to save, invest, and manage debt wisely at a younger age, individuals can harness the power of compound growth, minimize financial risks, and make strategic decisions that align with their financial goals. Achieving financial independence means having enough assets generating income to cover living expenses, providing freedom to pursue passions without relying on a paycheck.

It's not only essential to seek sound financial advice, but also to stay well-informed. Military members have access to unique financial benefits, many of which extend beyond active service. Understanding these benefits provides a significant advantage, enabling you to make informed and efficient financial decisions. We strongly recommend taking the time to familiarize yourself with these available resources as early as possible.

We believe that with the right guidance, combined with your commitment and discipline, you can greatly increase your chances of reaching financial independence sooner rather than later. Our aim is to steer you in the right direction..

Our CARE Package Program:

Our CARE Package Program:

  • A no-obligation, complimentary consulting that includes a review and analysis of your current: 
    • Military benefits and resources
    •  Finances:
      • Income
      • Expenses
      • Liabilities
      • Disposable cash flow
      • Savings
    • Retirement plan
    • Investments
    • Insurance coverage
    • Taxes
    • Savings plan for your children's education
    • Estate plan
  • A complimentary follow-up consultation to review your progress.
  • A complimentary subscription to your own financial wellness portal powered by eMoney, Click Here to get started.
  • An optional fee-based current financial plan.
  • An optional fee-based recommended financial plan.
  • An optional annual engagement.

If you're a current active-duty military member and want to learn how you can improve your finances, we encourage you to schedule a complementary consultation with one of our financial planning professionals.

Client Centered

You can ask us about:

  • Active Military and veteran's benefits
  • Retirement planning
  • Budgeting and debt management
  • Creating a savings strategy
  • Family planning
  • Saving for your children's education
  • Risk management strategies - Insurance
  • Current and future tax-reduction strategies
  • Estate planning - Wills, Trusts, Powers of attorney, AHCD, Guardianship for minor children

We provide certain complementary services through our Give-Back Initiative. However, we also offer other optional services for a fee. These services include investment management, modular and comprehensive financial planning, as well as earning commissions from the sale of insurance products.

At My Personal Financial Advisor, we're committed to giving back. When you engage in our services through our Give-Back program, you're not just securing your financial future; you're also supporting causes that matter. Through our CARE Package program and Give-Back Initiative, we are proud to support charities we believe in, such as the Tunnel to Towers Foundation and the First Responders Children's Foundation.

VA Utilization

The U.S. Department of Veterans Affairs (VA) offers active-duty members and Veterans a broad range of programs and services. Don't leave free money on the table. Learn about all your benefits sooner rather than later.

Veteran's Resources <br/>

Veteran's Resources

Here are a few resources to assist you:

Examples of benefits you may be entitled to:

  • VA Disability Compensation
  • VA Medical Benefits
  • VA Home Loan
  • VA Education Benefits
  • VA Pension
  • Readjustment Counseling
  • Educational and Career Counseling
  • Confidential Counseling and Support
  • Federal Hiring Preference
  • Discounts
  • Spousal Benefits
  • State Specific Benefits
  • VA Burial Allowance
  • VA Headstone or Marker
  • Burial Flag
  • Burial in VA Cemetery
  • Burial in Arlington National Cemetery (if awarded Purple Heart, or Silver Star and above)
  • Inurnment in Arlington National Cemetery
  • Burial at Sea
  • Presidential Memorial Certificate


For a complimentary subscription to your own financial wellness portal powered by eMoney, Click Here to get started.

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