Financial Planning

Financial Perspectives: Chief Master Sergeant to CFP: Military Benefits and the New Trump Accounts

Gretchen Muller

Gretchen Muller , MBA

Daniel Hawthorne

Daniel Hawthorne , CFP®, RICP®, MS

06/30/26

Chief Master Sergeant to CFP: Military Benefits and the New Trump Accounts

In this special edition of Financial Perspectives, Daniel Hawthorne, Air Force veteran, SERE specialist, retired Chief Master Sergeant, and Advisory Team Manager at Foster Group, joins Director of Communications, Gretchen Muller, to discuss two timely topics: navigating military financial benefits and the new 530A (Trump) Accounts launching July 4th, 2026.

  • 0:00 – From Chief Master Sergeant to CFP: Daniel Hawthorne’s story
  • 4:27 – Why military benefits go unclaimed (and what veterans are missing)
  • 8:34 – $50,000/year tax-free: real cases of unlocking VA disability benefits
  • 10:36 – Trump Accounts explained: retirement savings starting at birth

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PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.

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