We help military leaders secure a retirement strategy that honors their legacy, maximizes military benefits, and creates financial freedom for the next mission in life.
The Warrior Wealth Group is a financial firm headquartered in San Diego, CA and Los Cabos, Mexico. We serve military leaders who dedicated their lives to service, by delivering mission-ready retirement and legacy strategies that honor your service and prepare you for your next chapter. Our Warrior Wealth Blueprint is a proven method for creating a secure retirement income.
Integration of TSP, civilian income, and Social Security.
Reducing tax liability on military and civilian income.
Protecting and educating your spouse and loved ones.
Finance
6 Lessons
Cost: FREE
Discover foundational financial concepts that are key to a successful retirement.
Business
6 Lessons
Cost: $197
How to launch a consulting business using the unique skills you learned in the military.
Career
4 Lessons
Cost: $197
How to create a personal brand, simple networking website, and civilian resume.
"The Warrior Wealth Group helped me increase my retirement income by __%, reduced my taxes, and increased my estate by over a million dollars - all without affecting my lifestyle." — Bob J.
Thanks to their retirement consulting, I saw a 40% increase in tax-free retirement income that I can count on no matter what the market does!" — Michael T.
Great question! Below are ways we are unique:
1) We look at finances through the eyes of the military. Randy Bracewell, our Founder and CEO, served 21 years in the US Navy Nuclear Power Program serving aboard the USS Alaska (SSBN 732) Blue Crew, USS California (CGN 36), and the USS Carl Vinson (CVN 70). Coming from the military ranks gives him a unique perspective on what Financial Planning means to people in his shoes. Together with Jenn Seeger and Merle Gilley, Warrior Wealth Group is poised to help thousands of military personnel and their families and friends gain financial independence and ensure they are taken care of as they sunset into their golden years.
2) We can answer the 4 most important financial questions in under 30 minutes, which include:
1. Do you know what rate of return you need to earn on the money you have today to be able to live in the future like you live today, adjusted for inflation, without running out of money before your life expectancy?
2. Do you know how much you need to be saving on a monthly or annual basis to make sure you will have enough in the future for you to live like you live today adjusted for inflation?
3. Do you know how long you will have to work doing what you are doing now before you will be able to live on what you have accumulated and your money last to your life expectancy?
4. Do you know how much you will have to reduce your standard of living during retirement to keep your money from running out before your life expectancy?
3) We are experts at doing financial modeling of your current position, helping you maximize retirement income, and ensuring you never run out of money through the development of an efficient distribution strategy.
4) We provide additional educational resources to everyone that meets with us at NO charge.
5) We are uniquely trained at helping you eliminate unseen and unnecessary losses.
In 2025, the average American family saves only 4 cents of every dollar earned and spends the other 96. Most financial advisors focus on providing investment strategies for only those 4 cents. We take a very different approach where we analyze the entire dollar and specialize in finding areas of your spending that are creating unseen wealth transfers. Assume you earn $100,000 a year, save 4%, and make a 5% rate of return on your savings – that equals $200 in investment returns. If we can help you find just 2% of your earnings in hidden wealth transfers, you could save $2,000 more a year. That increases your rate of return on your existing savings from 5% to 55%, without taking any additional risks!
We believe there is more money to be had by avoiding the losses than in trying to pick the winners.
The 5 Major Wealth Transfer Areas:
1. How you pay for your house
2. How you fund your Qualified Plan
3. Taxes
4. Education expenses
5. Major capital purchases
We are compensated directly by the financial companies we work with, which means you don’t pay out of pocket for our services! These companies pay us for placing business with them, but the important part is that it has no negative impact on you—your costs, fees, and investment options remain the same whether you work directly with the company or through us. The advantage for you is that you get our additional free resources, guidance, ongoing service, and support at no additional cost to you.
Due to this structure, you are eligible for a FREE consultation if you live in the Unites States and meet the below qualifications:
- You are serious about building real wealth and retirement income.
- You are saving at least 10% of your income.
- You have $250K+ in assets.
- You are open to a transparent, full financial review.
- You want to maximize your financial future without sacrificing your current financial situation.
While there are many options for financial products and tools that we could recommend that you use, our team takes great pride in our integrity and we choose the best options that meet your specific needs and requirements. We do not go after the products that will pay us the most for your business, and in most cases we recommend the same tools and products that we use for our own finances. The idea that we helped one of our military brothers or sisters succeed financially far eclipses the idea of a higher commission. Our hope is that you see the great things we do for you and recommend us to your co-workers, family, and friends.
If you could wave a magic wand which of the below account benefits would you desire?
- Tax-Deferred Growth as opposed to taxable
- Tax-Free Distribution so the money comes out tax-free at retirement
- Competitive Rate of Return on the money
- High Contributions so you can contribute as much in the account as you desire without restrictions
- Protection Against Disability where contributions to the account continue even though you can no longer make them yourself
- Collateral Opportunities so you are able to use the money as collateral
- Creditor Protection in the event of a lawsuit
- No-Loss Provisions where the interest on the account is guaranteed
- Guaranteed Loan Options with the ability to demand a loan at a competitive rate
- Unstructured Loan Payments providing the ability to make loan repayments in any manner that you see fit
- Liquidity, Use and Control so you have access to the money while you are working, as well as during your retirement
- Deductible Contributions so you defer the future tax and tax calculation on money owed
There is only ONE type of account structured in a specific way that offers almost all of the above benefits. We specialize in this type of savings account and we cannot wait to share it with you!
Which benefits do you get from a Qualified Plan (i.e. TSP, 401(K), IRA)?
Tax Deferred Growth, Competitive Return, Creditor Protection, and Deductible Contributions
The short answer is NO. Let us explain:
In the financial world there are two types of financial advisors: those that specialize in the speculative facet, and those who specialize in the fixed facet. Rarely do you find an advisor that specializes in both: as these really are two very different worlds. Advisors that specialize in speculative investing pride themselves in selecting publicly traded companies to place money in with the hope the investment will render a higher return over time than more predictable fixed investments. This philosophy or approach works well until there is an unforeseen economic correction. There is risk in speculative investing that is fine as long as the person doing the investing has ample time to make up for the inevitable market corrections.
Advisors that specialize in the fixed investment world of finance eliminate risk associated with speculative investing. The perceived disadvantage to those interested in implementing safe fixed investments over speculative investments is the fear of missing out on the upside potential of the stock market gains. This is a misconception, and we want to show you why.
At Warrior Wealth Group, we specialize in working with fixed index products that emulate the upside potential of the stock market, without the downside risk.
This sector of the financial industry has only been around for 25 years, and there are very few financial professionals that understand how to use these products to benefit the client as well as our team does.
Everyone who is serious about growing and protecting their money should have a portion of their money in an indexed product to protect from market volatility and sequence of return risk. Using the right product - and the right company - is very important. Designing the product correctly to optimize the money is absolutely critical.
We can help you to analyze your current financial position to help you determine:
1) How you can best balance your speculative and fixed accounts so as to minimize taxation, and market risk.
2) How much you need to be saving in order to retire when you want and never run out of money.
3) How you can save more without impacting your current lifestyle.
No! That is the beauty of our FREE Mission Ready Money Session. We will provide you that initial consultation and show you some options based on the information you provide and you are under no obligation to purchase or do anything. Even after the second consultation using verified data you are still under no obligation to do anything. Our belief is so strong that you will see the amazing options we provide for you and will be compelled to move your assets as we have shown you. No hard sell. No pressure. Just an objective look at your financial situation, and our ideas on how you can maximize your savings. We believe we can impress you.
No. If you never served in the Military you can still enjoy our services, but you must be referred by an existing client of ours. Simply enter their name in the "How did you hear about us?" field when you book your call at WarriorWealthClub.com/book
Headquarters:
San Diego & Cabo San Lucas
Call:
XXX-XXX-XXXX
Email: [email protected]
Site: WarriorWealthGroup.com