Business Directory

Financial planning services for families, individuals, and small businesses.

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

IWB is a Registered Investment Adviser regulated by the Securities Exchange Commission (SEC). Our Advisors are Fiduciaries, so legally, they have to do what's in the best interest of our clients throughout the financial planning process.

Manage Retirement Investments

Work with businesses to manage their retirement plans (like 401Ks, SEPs) and with individuals for personal financial planning, investments and insurance needs (life, disability, and long-term care insurance).