Joey Bergman - First Command Financial Advisor

Joey Bergman - First Command Financial Advisor

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06/03/2025

We’re playing Two Truths and a Lie: Finance Edition! Can you spot the lie? 🧐

For more info on the topics in our game, reach out and let’s schedule time to talk. I can create a financial plan that’s tailored to your life, coach you on your financial questions, and help get your finances on track.

04/08/2025

Planning to save for a home or vehicle purchase, your child’s education or your retirement? This is one way to get started.

Qualified Charitable Distributions | First Command 11/25/2024

Looking for a unique way to contribute to your favorite charity? At age 70½, you can make a meaningful difference using your IRA through a Qualified Charitable Distribution.

Qualified Charitable Distributions | First Command Charitable donations are critical for nonprofits to support their communities. Learn about qualified charitable contributions and if they are an option for you.

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320 1st Street North Suite 601
Jacksonville, FL
32250