Statera Retirement and AFA are proud to provide a unique benefit for its members and their families. AFA recognizes the need for financial advice and guidance for its members, tailored to the unique needs of you and your family.

Life transitions can bring complex financial decisions. Whether you’re moving from military to civilian life, preparing for retirement, or planning for your family’s future, Statera can offer the financial education tools and personalized support to help you make more informed choices with confidence.

Comprehensive Financial Planning
Create a plan that evolves with you—helping safeguard your family, build and preserve wealth, fund education goals, implement estate planning strategies, and manage risk with solutions designed based on your unique goals and needs.

Complimentary Retirement Analysis
A no‑cost, no‑obligation retirement review using Statera’s proprietary SIM™ Retirement Method. This innovative approach goes beyond traditional planning by directly addressing retirement risks—such as inflation, market volatility,
and longevity—and providing a distribution strategy designed to better optimize your chances of long‑term success.

Fiduciary Wealth Management
Professional investment management tailored to your unique goals and preferences

AFA member benefits include:

• Complimentary, no-obligation, in-depth analysis using Statera's proprietary SIM™ retirement method.  (This is not the same offered to the general public)
• Discounted rates on comprehensive financial planning
• Discounted wealth management fees
• Free 20-minnute Ask Anything consultation
• Pension analysis
• Social security strategies
• Education for major financial decisions (estate planning, major purchases, long-term care planning, etc.)
• SGLI/FSGLI/VGLI Conversion to individual policies

AFA is not affiliated with MML Investors Services, LLC, or its affiliated companies