Financial Planning for Active Military, Veterans, Federal Employees and Government Contactors
Mission and Impact:
Sierra Hotel Financial has pledged to build 500 financial plans free-of-charge for active military and veterans.
Sierra Hotel
/siˈɛrə hoʊˈtɛl/
A military brevity code meaning “excellent work”; a mark of precision, discipline, and exceptional execution.
100% Fiduciary
100% of the Time
Most advisors today are held to a “best interest” standard, but many are dually registered, meaning they can switch between acting as a fiduciary and acting as a salesperson without clearly telling the client. That flexibility allows them to recommend products that pay commissions or benefit their firm.
We operate differently: we are fiduciaries 100% of the time.
Independent and No Commissions—Ever
We don't sell insurance.
We don't earn commissions.
We don't take kickbacks from funds or custodians.
Our only loyalty is to the families we serve
with no commissions, no sales quotas, and no hidden incentives—ever.
Transparent and Evidence-based Advice
Every recommendation is built on objective financial planning, tax strategy, and investment planning, not on product sales. You see exactly what you pay and why.
We walk you through the reasoning behind each recommendation so you always understand how your plan works. Our goal is simple: remove the guesswork, eliminate conflicts, and empower you with advice you can trust.
Our Commitment
to Active Duty, Reservists and Veterans: In September of 2023 we set out to build 500 free financial plans for active duty and veteran military members. These plans are comprehensive and offer actionable recommendations that are evidence-based. Learn more about our process by clicking below.
Who We Serve
- Active Duty and Reserve Military Members
- Veterans
- Federal Employees
- Government Contractors