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Family Financial Planning For Veterans

Wealth For Warriors

Proactive strategies to protect your family and your future.
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What Will You Learn?

  • Money Management and Financial Literacy
    Master the flow of your capital. We will simplify complex markets into actionable systems, ensuring your money works as hard as you do.
  • Building Family Wealth Effectively Over Time
    True wealth is generational. We will cover consistent, strategic growth to transform today’s income into your family’s permanent economic legacy.
  • Fail To Plan, Plan To Fail
    Success isn’t accidental; it’s engineered. Let’s review the blueprint necessary to protect your assets and secure your financial future.

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What is your Veteran Status?
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Rafi Glantz

At 18, I moved to Israel to serve in the IDF , eventually becoming a Combat Medical Team Commander. After a decade in Israel and a career in tech partnerships and a transition back to the US, I saw too many of our own not getting the basic financial literacy and guidance they needed. Now, I use that experience to help families bridge the gap between where they are and where they want to be. I believe in Extreme Ownership—a powerful leadership philosophy that I apply today to help my clients own their financial future. My practice is based in Midtown Manhattan, and we are licensed nationwide. I enjoy fishing and other outdoor activities, and take pride in helping lead Nevut, an IDF Veterans’ nonprofit.

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