First Command Financial Planning

Add to Favorites

Financial Planning Consultants, Banks, Financial Planners

Be the first to review!

CLOSED NOW

Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(831) 649-8772Call

Add Website

Map & DirectionsDirections2560 Garden RdMonterey, CA 93940 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Monterey with Financial Planning Consultants

Seaside (3 miles)
Pacific Grove (7 miles)
Carmel (7 miles)
Carmel By The Sea (7 miles)
Pebble Beach (9 miles)
Marina (12 miles)

More Info

Email

Extra Phones

Phone: (831) 649-6837

AKA

1st Command Financial Planning

Security Financial Advisors

Categories

Financial Planning Consultants, Banks, Financial Planners, Financial Services, Financing Services, Investments, Loans, Mutual Funds

GalleryView all (1)

Gallery Image Number 1

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (831) 649-8772

Address: 2560 Garden Rd, Monterey, CA 93940

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

First Command Financial Planning

Tax Planning
Tax Services
Income Tax

Investment Management
The purpose of this initial consultation is to discuss your current investment strategies and to review your portfolio. This is your opportunity to determine if we are the right people for your investment management needs. We will give you an honest second opinion on your portfolio and if you are already doing well, we will tell you so. In addition, we will tell you how we might allocate investment for a similar situation as yours. Your actual portfolio allocation will be determined by further in-depth interviews and your responses to our investment policy statement questionnaire.
Mutual Funds
Bonds
Wealth Management
The goal of our management strategy is to understand and embrace the needs and goals of the client, and use our tools and experience to present the client with a wealth management solution that meets or exceeds their needs. By putting numbers to both minimum return and maximum risk, we can use either one as a goal for the portfolio, and optimize the other against that goal.

Accounting Services
Cash Flow Analysis
Organization: you will have a set of financial statements including a list of all assets and liabilities, as well as a cash flow analysis (budget);

Financial Planning
Many people who are new to financial planning wonder what will be accomplished in a financial planning engagement. Much of the financial planning engagement will be spent face to face, exploring options together. Sometimes people want to be reassured that they are on track for retirement or college or another goal. Sometimes the session is marriage counseling for financial disagreements. Obviously, the financial planning engagement is custom tailored to your individual circumstances.
Retirement Planning
For small businesses, we can help establish and direct a pension plan. Whether the owner is the sole employee, or there are multiple employees in different tiers of compensation, we can help you find the best solution for your compensation goals. We can provide advisor services for self-directed plans so that your employees are able to make informed decisions about the direction of their wealth.
Long Term Care
Asset Management
In the portfolio planning meeting, we discuss goals, realistic exceptions, and time horizons and decide with each client how much risk is appropriate for them. With a view to the client’s particular situation, we will propose an asset allocation scheme which spreads the clients assets among various classes of assets. Smaller accounts will be placed into relatively few investment funds, which provide diversification without the need for many positions in the account, while larger accounts will have more positions, with each position being a narrower target. This style of management lowers transaction costs for smaller accounts, while allowing larger accounts to be more finely tuned. We do not use leverage or margin as an investment strategy.

View All Services

Provided by