Listed In: Financial Planning Consultants
Matt Anderson joined First Command Financial Services as a Financial Advisor in April 2021, following a 27-year career in the United States Army, where he attained the rank of Colonel. Matt understands the challenges and opportunities associated with life in the military and is committed to… Matt Anderson joined First Command Financial Services as a Financial Advisor in April 2021, following a 27-year career in the United States Army, where he attained the rank of Colonel. Matt understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Having worked in business for the last 10 years, he has a keen understanding of how to incorporate employer benefits into an individual financial plan as well. He splits his time between the Shawnee and Leavenworth offices to meet clients where it is most convenient for them. Matt has a Bachelor’s degree in Organizational Leadership from the United States Military Academy and a Master’s degree in Human Resources Administration from Central Michigan University. He holds Series 7 and 66 security licenses plus life and health insurance licenses in Kansas, Missouri, and 15 other states. Understanding that the biggest obstacle to financial security for most people is their own behavior, Matt serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Matt will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals and lifetime dreams. He takes pride in proactively developing tax efficient distribution plans for his clients. Active in his community, Matt is a member of the Kansas City Chapter of Financial Executives International and co-founder of the Greater Kansas City Veterans Career Fair, among many other organizations. In his free time, Matt enjoys spending time with family and friends, playing golf, and participating in other sports-related activities. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in pursuit of financial security.” Read more
Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Specialties
Comprehensive financial planning, Investment strategies, Risk management, Debt management, Retirement income planning, Education funding solutions, Asset allocation and management, Life and Health insurance solutions
1120 N. Eglin Pkwy, Shalimar, FL (1210 Km Away)
2913 Williams Drive, Suite 305, Georgetown, TX (964 Km Away)
1325 Barksdale Blvd, Suite 207, Bossier City, LA (727 Km Away)