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
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
Passion, drive and precision.
Financial confidence only helps with moving forward with life.
Go make a difference today!
Starting learning how to cut unnecessary expenses and begin learning how to pay yourself first.
Let's connect together and find a way to make your dollar work efficient for you!
We celebrate you, we honor you, and we thank you. #MilitaryAppreciationMonth
Oh snap! Thanks to one thoughtful military spouse, the CEO of Disney sent the new Avengers: Endgame movie to troops deployed overseas so they wouldn’t have to miss out. #avengers #deployment
military.com Kat Lancaster, a Hurlburt Field military spouse, convinced the Walt Disney studio to troops in Afghanistan and Qatar.
We had your back during the government shutdown, and we have it now.
Turn to a company you can trust with vision and guidance. Consider First Command for your personal financial planning needs. The best time to get started was yesterday.
Living on base vs. living off base: what would your vote be?
firstcommand.com PCSing? Before you decide whether to live on or off base, consider these pros and cons.
I am a Financial Services Professional offering securities products and services through NYLIFE Securities, LLC.
Branch Manager- NMLS # 241579 TMN -NMLS #197135 http://www.nmlsconsumeraccess.org/ Licensed in State of Texas
Credit repair and counseling.
Managing Partner with MassMutual South Texas
We work to make your money outlast your lifetime, not the other way around.
Providing Insurance and Financial Services in Corpus Christi, TX.
Cliff Zarbock (AKA Mr. Real Estate), is Corpus Christi's hardest working real estate professional! Ready to help you BUY, SELL or INVEST!
BillCutterz is a bill negotiation service that saves you money on your monthly bills by negotiating directly with your bill companies for large discounts.
Insurance provides the assurance that you are protected against financial stress and loss in the event of an accident, illness or death.