Command Wealth Management and Keith Tatlock, CFP®, are pleased to announce that the agency has reached a milestone of one year in operation. The East Longmeadow financial advisors team was launched in 2020 with a drive to develop relationships to ensure robust and lasting client satisfaction. All individuals seeking financial advice are served, with a special focus on military members’ service–both active and reserve, federal employees, and veterans. The goal of the team is to assist clients in the accumulation and distribution phases of their lives.
At Command Wealth Management, the focus is on helping each client achieve their financial goals through meticulous and thoughtful planning. The plans are developed in three major areas: retirement, insurance, and investment. As an assist for building a great foundation, CWM is offering a complimentary ’10 Steps to a Successful Retirement’ guide. Command Wealth Management is available to assist clients in building a retirement plan.
More details can be seen at https://www.command-wealth.com/
The company is an independently operated financial services firm that assists clients in creating viable retirement strategies, using various insurance and investment products to customize their objectives and needs. The guide is prepared to provide information and educational materials. It should not be used as an alternative to accounting, tax, legal, or investment counsel.
Keith Matlock CFP® served in the US Air National Guard, graduated from Westfield State University with a bachelor’s degree in Business Administration, and was picked for a commission as Aircraft Maintenance Officer in the USAF. In 2019, Keith retired as the Maintenance Squadron Commander in the 104th Fighter Wing, with the rank of Major. He has completed the requirements to be named as a Certified Financial Planner™ or CFP® professional. CPP professionals are held to a higher fiduciary standard. The elite CFP® certification represents a high level of competency, ethics, and professionalism.
About the Company:
Command Wealth Management knows the requirements to lead. The firm focuses on taking command of the financial future by making smart money decisions. As financial planners, the pros lead and guide through the financial planning process. The client’s financial planning is a collaborative effort that maximizes the client’s potential to meet life goals through planning.
Company Name: Command Wealth Management
Contact Person: Keith Tatlock
Email: Send Email
Phone: (413) 224-2060
Address:200 North Main Street, Suite #4
City: East Longmeadow
State: MA 01028
Country: United States