In addition to providing support to me, Joey provided financial guidance to my adult children…

I had the pleasure of working with Joey Bergman on evaluating my financial plan and identifying opportunities to support my financial health in retirement.  I cannot say enough positive comments to describe the holistic and positive approach that Joey took to ensure I was aware of products and services available to help support my needs.   He did an excellent job explaining potential gaps and identifying products to support my short and long-term financial goals.

One area of particular concern was funding my long-term care needs.   I did not want my family to be my caregivers should I require assisted or more skilled care.  Given the extremely high costs for these services, I did not want my children to be forced to liquidate assets to pay for coverage nor potentially deal with having to identify care alternatives when my assets were depleted.   Joey was able to recommend a couple of options that would help give me a sense of security I was seeking in my plan. 

In addition to providing support to me, Joey provided financial guidance to my adult children on their overall financial planning needs including appropriate investments and products.   They were extremely impressed with his knowledge, attention to detail and his focus on ensuring customers understand their current financial position, opportunities, and products and services that will help them with both their short- and long-term financial health. 

I would highly recommend Joey Bergman for your financial needs.   He is very knowledgeable, and customer focused.  There is no pressure just an honest assessment of your situation and opportunities to pursue financial stability and security.


Sincerely,


–  William Price

Advisor

Joey Bergman

Financial Advisor

This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together “First Command”). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.

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