C.L. Sheldon & Company, LLC

C.L. Sheldon and Company, LLC, is a fee-only personal financial planning firm.  We provide comprehensive financial planning to current and previous Military Professionals.  CL Sheldon specializes in working with transitioning senior military officers ensuring that they successfully plan for the changes inherent in the move from the profession of arms to civilian employment.  We've "been there done that", so you won't have to explain your benefits or your unique lifestyle.  We know the difference between PCS and TDY (or TAD for that matter).

 

CL Sheldon provides the following services as part of a comprehensive planning process:

  • Tax Planning
  • Integration of Military and Veteran's Benefits with other Financial Issues
  • Retirement Planning including the Thrift Savings Plan
  • Review of Insurance Coverage Needs to include SBP analysis
  • College Planning and Integration with the Post 9/11 GI Bill
  • Estate Planning
  • Individual Income Tax Preparation including filing for refunds as a result of retroactive Veterans Administration Disability Compensation
  • Investment Portfolio Planning, Asset Allocation and Implementation
  • Goal Setting
  • Special Focus on Senior Officers
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Advisors at this Office

Associates at this Office

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This Office

1800 Diagonal Rd Ste 600 Alexandria, VA 22314-2840 Phone: (703) 542-4000

Primary Office

1800 Diagonal Rd Ste 600 Alexandria, VA 22314-2840 Phone: (703) 542-4000