About
My goal is to help my clients grow, protect and enjoy what they earn - by making sure their financial strategies are working as hard as they do!
Here at First Command we focus on building long-term trustworthy relationships with our clients by meeting face to face and working together to do the following;
* We listen, to determine what Financial Goals are most important to you.
* We develop a comprehensive detailed written plan to help you pursue those goals.
* We provide solid coaching along the way to help you stick to your plan.
We believe in Comprehensive Financial Planning that looks at all areas of your financial well-being including;
* Investment Strategies
* Retirement Income Planning
* Education Funding Solutions
* Asset Allocation and Diversification
* Insurance and Risk Management Reviews
* Long Term Care Planning
