LVI is a financial services firm dedicated to helping Service Members, Veterans, DoD Employees and Contractors achieve financial independence. We offer actively managed mutual funds and tailored financial planning to meet the unique needs of military families. Our flagship program, “The Military Millionaire”, helps you build significant wealth before your Thrift Savings Plan (TSP) becomes available.
We focus on creating income-generating investment strategies using actively managed mutual funds that balance monthly cash flow with short- to near-term growth. This allows Service Members, Veterans, DoD Employees and Contractors to cover monthly expenses, such as car payments and insurance, while still building capital for future goals like buying a home or planning life events.
“The Military Millionaire” is our results-driven program designed to help Service Members, Veterans, DoD Employees and Contractors reach $1 million in total assets before their Thrift Savings Plan (TSP) becomes available. It combines high-yield income strategies with growth-focused investments, giving you a path to financial independence long before retirement benefits kick in.
Yes! Our investment strategies are designed to help you reach your specific financial goals, whether that’s saving for a down payment on a house, covering monthly expenses, or saving for major life events like a wedding or the birth of a child. We focus on both income generation and strategic growth to make sure your money works for you when you need it most.
Getting started is easy! Simply reach out to us through our Contact Us section or use our interactive tools to explore your financial possibilities. We will work with you to create a customized investment strategy that aligns with your goals and help you take the first step toward financial security.
At LVI, we specialize in serving Service Members, Veterans, DoD Employees and Contractors—a community that has unique financial needs. We understand the challenges military life can bring, and we’ve tailored our services to help you build wealth while serving or after service. Our team offers personalized financial planning, income-generating investment solutions, and a simple path to building significant assets before retirement.
Not at all! We believe that anyone, regardless of where they are in their financial journey, can start building wealth. Whether you’re just beginning to invest or have a more established portfolio, we work with you to create an affordable strategy that fits your current financial situation.
Targeted growth markets are industries and sectors that show strong potential for growth and consistent returns over time. By investing in these markets, we focus on providing both stable income and capital appreciation, helping you grow your wealth in a way that fits your risk tolerance and long-term financial goals.
Yes! In addition to our investment services, we also provide financial planning and advisory assistance tailored to Service Members, Veterans, DoD Employees and Contractors. From budgeting and debt management to transition planning and wealth protection, we are here to help you navigate all aspects of your financial journey.
We offer interactive tools like our Savings & Income Calculator, where you can input your goals and see how our investment strategies can help you achieve them. Whether you’re looking to cover monthly expenses, save for a down payment, or reach $1 million in total assets before your TSP, our tools will help you visualize what’s possible.
Absolutely. At LVI, we operate under a fiduciary duty, which means we are legally obligated to act in the best interests of Service Members, Veterans, DoD Employees and Contractors. This commitment ensures that every recommendation we make is solely focused on achieving your financial goals and protecting your interests.