Take Advantage of MOAA Financial Services

Take Advantage of MOAA Financial Services


About the Author

Ostrom retired from the Air Force in 2000 after serving in a variety of personnel, education and training, and executive officer assignments. His assignments included tours in North Dakota, Florida, Korea, Australia, and the Pentagon. His final assignment was on the Joint Staff, writing and championing legislation related to joint officer personnel management issues. He earned numerous decorations and awards over his Air Force career.

After Air Force retirement, Ostrom was a practicing investment advisor at a large investment firm and a bank. He specialized in working with clients developing, implementing, and managing investment plans and portfolios.

A native of San Antonio, he earned a Bachelor of Arts and Master of Arts and is a graduate of the Royal Australian Air Command and Staff College and the U.S. Air Command and Staff College.

Ostrom joined the MOAA staff in 2006. His responsibilities include researching and writing articles and answering member inquiries regarding military benefits, health care, survivor issues, and financial concerns. He also travels extensively to discuss these matters with servicemembers and retirees and their families.

What makes MOAA's financial services different from other financial firms? We aren't a financial service firm for one. We don't sell financial products or provide personalized advice or financial plans. Then what good are we?

Because we don’t stand to gain or lose from your financial choices, we can explain how things really work — the pros and the cons to every product and what other options exist to achieve your objectives. We can provide you reliable, unbiased, insightful, comprehensive knowledge for you to make the best financial decisions.

We are financial counselors who are here to help educate you so you understand the products, services, benefits, consumer options, and strategies involved in your financial life. We’ve been in the financial business. We know how things work in financial firms. As a certified financial planner, I function as your consumer advocate; an inside-man on financial issues. MOAA membership gets you a financial planner as your personal consultant on retainer for the cost of MOAA Premium or Life membership. (Read more about MOAA membership options.)

It's about you getting the upper hand. We serve for your benefit. We are here to provide you intelligence you can't find anywhere else but MOAA. We are your trusted source information for financial products, services, benefits, and consumer assistance.

In addition, check out our full suite of financial calculators with dynamic graphics, customizable reports, and explanations of key terms and concepts.