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Veterans Business Community

315 members • Free

CBNA

304 members • $9/month

2 contributions to Veterans Business Community
Introduction
Hello everyone, I am new to the group and want to introduce myself and meet some of you. I would love to set up and one to one with anyone interested to learn more about you and your journey as an entrepreneur, as well as tell you about myself and the work that I do. IDK if it is best for you to reply to this or email me directly. I leave my email if you'd prefer that: [email protected]
1 like • 6d
Absolutely! I am a financial advisor with Northwestern Mutual. I focus my practice on 3 main areas: Protection, Optimization, and Growth. I sit with clients to determine their personal, professional and financial goals. I do this both with individuals as well as businesses. In this first meeting I try to get a sense of what it is they are trying to achieve, what steps they have taken and what they are currently working with in terms of income, assets and liabilities. I evaluate risk needs. This is the insurance side of things as @David Jones has mentioned in a previous feed. I look at evaluating their investments, whether it is a retirement or an investment account to determine if it is being allocated efficiently for them. I also advise them on what steps to take to grow their assets to the desired goals they have. As a veteran I try my best to give other veterans the financial information that we never received when leaving the military. Things like rolling over your TSP into an IRA and continuing to contribute or how to change the allocation inside those accounts to be more efficient.
New Members Start Here:
Post here and tell us about yourself and your business. It is okay if you are just in the idea stage. We have people on the platform who can mentor you. Ex: Hi, I'm __________, my business/idea is/does __________________. My outside interests are ___________. Here is mine: "Hi, my name is David, I'm retired Army. I've launched 8 businesses over the last 21 years in hospitality, logistics, residential/commercial real estate, and business consulting. I've got 4 kids and love anything outdoors like hiking or riding my dirt bike. My favorite sports are hockey and football. If you know anybody wanting to sell a self-storage facility, I'd love to speak to them." How-to Videos about this group platform: (Part 1) Watch an intro video here to learn more about the platform and how to navigate the Community Chat and Classrooms. https://www.loom.com/share/4957d0310f47456887688e986181eb28?sid=86b33f7c-8e65-421e-8344-2ce2cf5004be (Part 2) Continued learning about how to message people, search for content/people, leveling up, and how to use the map. https://www.loom.com/share/901cc344870f43bfa847d525813c877a?sid=16eb8553-b174-4796-9491-2c8b965dfcaa (Part 3) https://youtu.be/jFhwhsJ4l0o Learn more about the VBOC (Veterans Business Outreach Center) and how we help veteran entrepreneurs start and grow their companies. Veterans Business Outreach Centers: Public Service Announcement
2 likes • 28d
Hello everyone, my name is Aidan Marino. I was an intelligence specialist in the Navy for 6 years. I am now Working in financial advising. I have started my own practice with Northwestern Mutual, I work in personal and business financial planning. I am currently on the journey to become a CFP or Certified Financial Planner. One of the things I hope to do in my practice is help active duty service members and veterans achieve financial security and well being. In the Navy I was a fitness leader, I have always been passionate about physical, mental and spiritual health. However, I realized something was missing. To me the missing piece is financial health. I am also newly married and hoping to start a family this year. I am here to network with great people and be an asset to as many people as I can.
1 like • 28d
@David Jones I am sorry to hear that, I didn't know that NY Life operated like that towards veterans. Northwestern is very much the opposite. As an example, if you have VGLI through the VA they will permit you to convert that to permanent life insurance without having to go through a medical. Which can be a huge benefit to those veterans who would otherwise be disqualified from getting it to due to one medical issue or the other. If anyone wishes to know more please feel free to reach out.
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Aidan Marino
2
15points to level up
@aidan-marino-9991
My name is Aidan Marino. I am a Financial Representative with Northwestern Mutual.

Active 1d ago
Joined Jan 7, 2026
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