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Financial Counseling

With the amount of paperwork and decisions that need to be made early on for survivor benefits or really at any stage of this process, can become overwhelming. Below you can find free financial counseling services honored to assist surviving families.

Financial Counseling Resources

Financial Point

Financial Point can be reached at 888-243-7351 or via email at FCS@

Financial counseling services are offered to beneficiaries of SGLI, FSGLI, and TSGLI.  Beneficiaries have two years to request financial counseling services and another two years to use those services.

Military Survivor Financial Services (formerly known as American Tax and Financial Planners, LLC)

Eric Jackson can be reached at

Military Survivor Financial Services exclusively serves Military Survivors in all fifty states for no cost via VA sponsored Financial Point program.  Founder and president Eric Jackson, author of ”Preserving Their Legacy: Financial Planning for Families of America’s Fallen Military Heroes,” and  highly skilled team of Military Survivor financial experts strive to find and save you money, time and stress in every aspect of your life.

Navy Marine Corps Relief Society

Locate your nearest NMCRS office at

Provides financial assistance and education, as well as other programs and services, to members of the United States Navy and Marine Corps, their eligible family members, widows, and survivors.

Kenneth D. Perkins- Attorney/CPA

Ken can be reached at

Ken Perkins has 40 years of practice as a tax attorney, financial expert, and general counsel who would like to volunteer his time to Gold Star families assisting with the preparation of Wills and Estate Planning.

Blackbird Consulting

Provides financial education, literacy, and counseling to help clients find peace in their financial lives

The Sugar Bear Foundation

Financial Counseling for spouses who elect such assistance, want to review specific resources available for their families, or who have applied for a grant. 

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