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Free & official resources

Start with free, official help

Some families may want to start with free or official resources before hiring a professional. MilMoneyPro helps you organize your situation and understand your options.

External resources are provided for convenience. MilMoneyPro is not affiliated with the DoD, VA, or any branch of service.

Military financial counseling

Free, confidential financial counseling is widely available to service members and families.

  • Military OneSource financial counseling

    May help: Service members, spouses, and dependents.

    Personal finance counseling and education at no cost.

    Available worldwide.

    Search 'Military OneSource personal finance' to verify the official link

  • Personal Financial Counselors (PFCs / PFMs)

    May help: Active duty, Reserve, Guard, and family members.

    On-installation financial counseling and classes.

    Ask your installation's family support center to verify availability

Installation support

Each branch operates a family support center on most installations.

  • Branch family support centers

    May help: Service members and families assigned to an installation.

    Relocation, financial readiness, employment, and transition support programs.

    Look up your branch's family center on its official site to verify

Tax assistance

Several free programs help service members and families file taxes.

  • MilTax (provided through Military OneSource)

    May help: Service members, recently separated veterans, and eligible family members.

    Free tax preparation and filing software with military-specific support.

    Search 'MilTax Military OneSource' to verify the official link

  • Volunteer Income Tax Assistance (VITA)

    May help: Lower- and moderate-income filers, including many military families.

    Free tax preparation by IRS-certified volunteers.

    Search 'IRS VITA locator' to verify the official link

VA benefits information

VA programs cover healthcare, disability, education, home loans, and more.

  • U.S. Department of Veterans Affairs (VA.gov)

    May help: Veterans, transitioning service members, and eligible family members.

    Official information on VA benefits and how to apply.

    Visit VA.gov directly and verify the URL in your browser

  • VSO-accredited representatives

    May help: Veterans filing claims or appeals.

    Free assistance preparing and filing VA claims.

    Search 'VA accredited representative search' to verify the official tool

Credential verification resources

Before hiring a professional, verify their credential and any disciplinary history with the official source.

  • CFP Board verification

    May help: Anyone considering a CFP professional.

    Verify CFP certification status and disciplinary history.

    Search 'CFP Board verify a CFP professional' to verify the official tool

  • FINRA BrokerCheck

    May help: Anyone considering a broker or investment adviser.

    Background information on brokers, advisers, and firms.

    Search 'FINRA BrokerCheck' to verify the official tool

  • SEC Investment Adviser Public Disclosure (IAPD)

    May help: Anyone considering an investment adviser representative.

    Form ADV filings and disciplinary history.

    Search 'SEC IAPD' to verify the official tool

  • State CPA / Bar / Insurance regulators

    May help: Anyone considering a CPA, attorney, or insurance professional.

    License verification and disciplinary records by state.

    Search your state regulator's official site to verify

Emergency support

Each branch has a relief society for short-term emergency financial support.

  • Branch emergency relief societies

    May help: Service members and families facing a qualifying emergency.

    Emergency loans, grants, or budget counseling depending on need.

    Search your branch's official relief society to verify

Survivor support

Free programs help surviving family members navigate benefits and paperwork.

  • TAPS (Tragedy Assistance Program for Survivors)

    May help: Surviving family members of fallen service members.

    Peer support, casework, and resources for survivors.

    Search 'TAPS Tragedy Assistance Program for Survivors' to verify

  • VA survivor benefits (DIC and related)

    May help: Eligible surviving spouses, children, and parents.

    Information on Dependency and Indemnity Compensation and related programs.

    Visit VA.gov directly and verify the URL in your browser

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