• Skip to main content
  • Skip to secondary menu
  • Skip to footer

www.myfederalretirement.com

Financial Planning Resources for Federal & Postal Employees

  • FREE Newsletter
  • Pay & COLAs
  • Thrift Savings
  • Insurance
  • FERS / CSRS
  • Find A Professional
  • Workshops
  • Podcast

First Command

Profile Pic 4
Company: First Command
Contact: Joe Knutsen
Address: 12419 Lewis Street, Ste 104
City: Garden Grove
State: CA
Zip: 92840
Phone: 714-703-8070
Fax: 714-583-8687
Email: soldierjoe@msn.com
Website: click here

About My Practice

I provide comprehensive financial planning, specializing in the Military and Federal Employee markets. Having been a Soldier and a Federal Employee, I am familiar with FERS, TSP, LRS and BRS. I am also a Retirement Income Certified Professional (RICP“) and focus on helping my clients align their resources and goals to achieve optimal results.

Offering Advice Since

2016

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: RICP
Insurance Licenses: Life and Health, Disability, Long-Term Care, Variable Annuities, Fixed-Indexed Annuities
Security Licenses:  66, 7
Education:  Bachelor in Behavioral Science
Investment Advisor Registration:  CA, TX, NV, NC, VA and MO
Associations & Affiliations:  FSI, VFW, American Legion, Elks, AUSA, EANGUS

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

First Command

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

Footer

About Us
Contact Us
Advertise

Free Email Newsletter
Facebook
Twitter

Terms of Service
Privacy Policy
Cookies Policy

My Federal Retirement is not affiliated with the U.S. Federal Government.
Copyright © 2007-2024 My Federal Retirement. All Rights Reserved. Reproduction without permission prohibited.