First Command Financial Advisor - Jeff Youngs

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over time I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.

First Command's Financial Advisors in Fort Worth, TX are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

Helen Stephens Group LLC, operating as Aspen Wealth Management, is a registered investment advisor based in Fort Worth, Texas. They offer a range of financial planning services, including retirement planning, financial planning for women, investment management, tax planning, insurance planning, and estate planning. With a team of experienced professionals, they aim to provide accurate information and personalized advice to help clients achieve their financial goals. Aspen Wealth Management conducts business by appointment only and operates in compliance with legal and tax regulations. They prioritize client satisfaction and offer free consultations for those seeking a second opinion on their portfolio. With a focus on risk management, they emphasize the importance of discussing investment strategies with qualified financial advisors and tax professionals before implementation.Generated from the website