What makes MOAA's Financial Planning service different from other financial firms? We aren't a financial services firm. We don't sell financial products nor develop personalized financial plans.


We are financial counselors who have been in the financial business. We know how things work in financial firms. Our CERTIFIED FINANCIAL PLANNER™ professional now functions as an educator and counselor instead of a practicing adviser. You get a financial planner in your hip pocket for the cost of MOAA Premium or Life membership. Learn more about joining MOAA.


It's about you getting the upper hand. We are unbiased. We serve for your benefit. We are here to provide you an “insider's” insight you can't find anywhere else -- this service doesn't exist anywhere but MOAA. We are your trusted source of information for financial products, services, news, and consumer assistance. 


What's in it for you? We can…

  • Suggest alternative options.
  • Offer a place to share your ideas and get honest feedback
  • Be your source of knowledge on products, investments, portfolio management, planning issues
  • Make you a savvier consumer.


We are your partner on issues concerning the financial decisions and worries you have in your life. Start with us if you don't know where else to turn for answers.


Shopping for a financial adviser? Check out our two-part guide.

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