Joint Base McGuire-Dix-Lakehurst Military Trusted Businesses

More on Plan Well Associates

As a retired military veteran-owned business, our mission is to help military members, families, retirees, and government workers make informed decisions regarding life’s financial realities. We focus on viable pension supplements, mortgage protection, and living benefit needs.


 Welcome to Plan Well Associates.  Visit the Plan Well Associates Website to learn about us and our mission.

 (welcome video)

  • Long term care needs (the most underestimated expense during retirement planning)

  • Having available monies for chronic, critical, and/or terminal illness needs

  • Loved ones left behind to pay bills

  • Providing a survivor’s income

  • Unpaid taxes and debts

  • Retirement savings and growth with minimal risk

  • Financial liquidity for emergencies

  • Safe and guaranteed retirement income that won’t be outlived

  • College savings for the child or grandchild in your life

As a way of saying “Thank You” to our military heroes and families for your service and countless sacrifices, you are welcome to freely access the following discounts/perks website. Once on web page, scroll down, watch the video to LEARN MORE and register using Company ID# 50124.  Enjoy your savings!!


Photos from Plan Well Associates