First Command Financial Advisor - Allison Polk

Business Description

Products and Services offered

Allison joined First Command Financial Services as a Financial Advisor in April 2019. Previously, Allison was a financial advisor intern and on-call branch office administrator in the financial services industry. A graduate of the University of Missouri with a bachelor's degree in Business Administration, Allison holds Series 7 and 66 securities licenses plus state life and health insurance licenses. Understanding that the single most powerful contributor to financial well-being is behavior, Allison works closely with her clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Allison is ready to assist clients as they pursue their goals through a lifetime financial journey. As a military spouse, Allison understands the financial struggles that come along with military life and is committed to helping military families improve their financial well-being. In her free time, Allison enjoys crafting, golfing, traveling and spending time with her husband.

Business Hours:
M-F 8am-5pm, Sa-Su Closed

Categories:
Financial Services,College Financial Planning Services

Specialties:
Comprehensive Financial Planning, Investment Strategies, Risk Management, Debt Management

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