Veteran On The Move

About this Episode Army Veteran Grant Montgomery transitioned into to financial planning with Infinitas. Grant served just over 20 years as a Field Artillery Officer and enjoyed his career.  He finished in a ROTC role working with cadets which re-energized him. Grant always had a passion for financial planning and started his own investing at age 18. Key Points of Discussion Getting to know Grant Montgomery Grant’s experience in the Army Financial Planning Infinitas as an independent operator Getting to know people Navigating different situations and various variables.  Key Milestones of this Episode  [01:51]  Getting to know Grant  [03:45]  Interest in Financial Planning  [06:18]  Grant’s transition from the Army  [07:10]  Joining the financial planning world  [15:09]  Analysis of Military Retirement vs. Insurance  [19:50]  Different variables and situations  [25:31]  Looking through a different lens Key Quotes by Grant Montgomery “My love for financial planning started at the age of 1