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ILS Financial
ILS Financial works with retiring military veterans, airline pilots, and veteran business owners navigating complex, high-stakes financial transitions.
Overview
ILS Financial works with retiring military veterans, airline pilots, and veteran business owners navigating complex, high-stakes financial transitions. The firm emphasizes decision sequencing so critical choices around retirement, taxes, investments, and risk are made in the right order. Services include transition-focused financial planning, investment strategy and portfolio structure, retirement and pension decision planning, tax-aware planning, and military benefit integration.
General information
Firm type
RIA
Year founded
2020
Location
Country
United States
City
Omaha
Principals
Matt Samson
MBA, CPWA® — Founder
Frequently asked questions
Is ILS Financial open to co-investment or accepting outside capital?
There is no indication the firm accepts outside capital or participates in co-investment syndicates. The firm does not market itself to institutional LPs, does not appear on any placement agent roster, and has no known track record of partnering with external GPs. The structure points to a closed family capital vehicle with no external-facing investment program.
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