
| 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
