Investing? Budgeting? Planning for the Future? I can help answer any questions you might have on these topics plus many more. Give me a call or message me to find out more!
Diligent, Committed, Consistent, Dependable, Fun
Mission: Coaching those who serve in their pursuit of financial security
Operating as usual
Framing financial conversations with your spouse around short- and long-term goals can help keep you on the same page for the years ahead.
If you have questions on what that should look like, let's find a time to discuss your current situation!
blog.mint.com For National Couples Day, we are going to explore ways to talk to your significant other about finances and set financial goals as a couple.
As we approach the end of Summer and with the big spending holidays right around the corner..... ask yourself 3 simple questions for coming season?
Do I have a budget to spend on gifts?
Will my family/ significant other, be upset if I don't get them anything?
Am I working w/ Kyle on how to better plan my finances for the future?
If you answered "NO" to any of these questions, shoot me a message so we can get in touch today.
"People don't plan to fail, but they do fail to plan."
Inside the July 2020 issue of the Fleet Reserve Association Magazine
It is a pleasure to be a part of the Navy League here in Corpus Christi, TX!
Here is a photo from the USMC Birthday Ball last year!
Let us help you pursue a retirement plan for the way you want to live. #FinancialPlanning
Do you have questions about your family’s finances during this time? My objective is to help you overcome any short-term challenges you may be facing so you can pursue your long-term goals. #MilitaryFinance #PersonalFinance #FirstCommand
Call/Dm me today to get a better grasp on your financial future!
We know you can handle tough times. After all, anyone with military experience knows how to persevere in the face of difficulty. But this current crisis is p...
And a special happy birthday to the Army!
Our largest military branch is 245 today.
We proudly wave the stars and stripes today and every day!
Thank you to all the men and women of our military who give and have given everything to protect this flag.
Second to none! USA! USA!
It’s normal to feel anxious right now. Let’s schedule some time to talk about any financial pain you’re experiencing and how it may affect your long-term plan. Contact me at 319-432-4381 or [email protected]
Are you in a comfortable/confident financial position but know someone who could use guidance? Please feel welcome to share my info w/ that friend or colleague.
Does the market make you feel like you're on a wooden roller coaster?
Let's make it feel like a steel roller coaster by meeting with me to get a better understanding of market volatility and risk.
Call me today to get a plan in place to make sure you're tracking for your goals as volatility heats up.
Tax Season is knocking at the door!
How will you be utilizing your potential refund?...
-More investing moves
-Allocating to debt reduction
-Growing savings account balances
-Aiming to have the money work for yourself
Give me a call/txt/dm today and let's have a plan in place to get those dollars working FOR you!
Happy Valentine's Day!
Are you young, working and looking to make YOUR money work for you?
Use the greatest asset out there, TIME.
Realize greater compounding possibilities when you combine time and money at a younger age.
Oil changes, clogged toilets and lawn care are great DIY projects........
Some things lend themselves to a DIY approach, but financial planning isn’t one of them.
If retirement is on your horizon, let’s talk income planning.
If retirement is no where near your horizon, let's talk about funding for retirement.
How did your life change last year? Take stock and evaluate what that means for your finances today and down the road. Use the time that you do have and get a plan for your finances this decade.
Unsure where to begin? Call me today so we can get the ball rolling on sharping your portfolio 319-432-4381
Check out this awesome operation! Even Santa needs help sometimes. Since 1952, the Department of Defense has partnered with humanitarian organizations to air drop food, supplies and toys to more than 50 remote islands in the Pacific. #OperationChristmasDrop
andersen.af.mil Operation Christmas Drop is the Department of Defense’s longest-running humanitarian airlift operation. The tradition began during the Christmas season in 1952 when a B-29 Superfortress aircrew saw islanders waving at them from the island of Kapingamarangi, 3,500 miles southwest of Hawaii. In the ...
On this day in 1941, thousands of American service members and civilians were killed or injured. We remember and honor them. #PearlHarborDay
A huge thank you to all of the Veterans out there!
Your sacrifice is what makes America the greatest country in the world.
Thank you and God Bless!
On this Veterans Day, in special recognition of every U.S. veteran – including the more than 800 who are a part of the First Command family – we offer a hear...
Beneficiary designations may be more important than you realize, so make sure you keep them current.
Two of the most powerful items, when combined together, have the opportunity to blossom into something really special.
Understanding how Time and Money work together can help to improve your chances for success down the road.
Let's chat about how those two items pertain to YOU!
Having a financial plan is the first step towards taking control of your finances.
If sports teams did not have a plan, their chances at winning would be very low... look at the Dallas Cowboys for instance.
Not every one plans to fail but many can fail to plan. Call/DM me today so that we can start sharpening your knife towards a brighter future.
This year the U.S. Air Force celebrates 72 years of air and space excellence in service to our country. Happy Birthday Air Force!
Fun fact: The Air Force was established post WW2 by President Truman. The air support and defense capabilities proved to be a much larger asset than anticipated thus the need for a new division of the military formed.
This is a great article to take 5min out of your day and read about. Hits on what makes our company different and unique compared to others. Our commitment to helping the military community starts at the top.
Learn about CEO Scott Spiker and what drives his dedication to First Command’s mission.
fortworthbusiness.com First Command Financial Services
Do you see yourself riding a tandem bike with your significant other in retirement?
I thought so.
Put aside a portion of your check each month that fits YOUR goals. Don't have goals? Let's work together and establish a meaningful retirement goal for you and your future.
Did you know there’s a statute of limitations on delinquent debt?
Take a few min and research that past debt holding you back. Then, take a few more minutes and lets discuss how to best avoid going down that path again.
In the Blended Retirement System? Anything less than a 5% monthly contribution leaves matching dollars on the table. Know where your dollars are going!
Plus, if you have questions regarding your work retirement plans and what is best for your family, give me a shout. I'd love to assist in navigating that path with you!
The more you can lower your expenses, the less you’ll need to set aside for retirement.
In the larger picture, you should lower expenses and still be funding a healthy retirement.
Unsure what that looks like for you? Call me or lets grab a coffee to discuss more.
Active-duty military with more than 16 years of service get another 6 months to transfer their Post-9/11 GI Bill benefits while Congress reviews the controversial restrictions. #GIBill
This extension is a huge plus to those that either have not done anything or who are still deciding what to do. Let's get a plan that moves towards your goals.
stripes.com Military personnel with more than 16 years of service will have an additional six months to transfer their Post-9/11 GI Bill education benefits to family members, while Congress decides whether to remove the restriction on transfers.
There’s more to building a budget and saving for financial goals than just cutting back on spending.
Want a more in-depth approach? Call/ message me to find out how you can get started furthering your financial future today!
firstcommand.com There’s more to building a budget and saving for financial goals than just cutting back on spending.
Does your family have a chief financial officer? If so, that could be a problem. Couples who share financial responsibilities are better able to make sound decisions independently. #FinancialLiteracy
colorado.edu Couples often establish a “household chief financial officer,” which may lead the other partner to lose financial literacy. The good news? If this phenomenon is true for your relationship, you can start to bridge the gap.
Back-to-school shopping gets more expensive every year. Here are 6 ideas to conserve your cash. #BackToSchool
firstcommand.com School supply lists are getting longer and more expensive. Save some money — and your sanity — by following these six tips.
Happy Birthday America!
Thank you to all the men and women that have and currently do serve our country!
Go have a fun and safe July 4th!
Interested in transferring your #GIBill benefits? Changes go in to effect THIS month.
DO NOT LOSE OUT ON THESE BENEFITS!
Not sure what to do? Take 2 min and give me a call. Could be the difference of you paying for your child's education or the government paying....
Improving your financial well being is always and will always be my #1 priority, that will never change.
What is changing is the way you dip your wings/ favorite foods. Take a look at the future by clicking on the link below!
kickstarter.com A new way to dip your chicken wings. Made for chicken lovers by chicken lovers
A little overwhelmed by financial jargon? Don’t worry – at Western & Southern Life, We Speak Finance®.
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San Jacinto Title Services can assist with all aspects of land title, escrow, closing and real property research services.
At TimeWise Insurance Agency we have a solution that will allow you to protect, perhaps grow, what matters most.
Locally owned and operated small business bookkeeping service. We cater to small businesses needing a bookkeeping solution at a rate they can afford.
NMLSR# 232053 Certainty Home Loans, LLP NMLSR# 2146 Branch NMLSR# 292102 TX License # 292102 VP, Branch Manger for Certainty Home Loans. FHA, VA, Conventional and Renovation Loans. New Construction, 1st time home buyers Quick pre-approvals
Allow our professionals to assist your family and business with any insurance need. We offer ALL kinds of insurances, personal and commercial insurances.
We are cash investors in corpus Christi, we buy , sale, rehab, and owner finance homes, exterior and interior design we do it all!
I opened my doors in Corpus Christi on March 2007. It has been great getting to meet new faces and work with the great people throughout the city. I look forward to working closer with everyone and creating long lasting business relationships