February 19, 2026 By  Investor Magazine Staff Contributor

Jeff Farrar, CFP, CIMA, AIF, Co Founder and Partner at Procyon, says that much of the work begins with helping military families manage continual transitions.

Andy Leung, Private Wealth Advisor at Procyon, notes that early discussions often revolve around foundational questions such as Post 9/11 GI Bill eligibility, the Yellow Ribbon Program, pension rules, VA benefits, and insurance needs. But as veterans advance in their careers, the planning demands become more sophisticated.