First Command Financial Advisor - Shauna Mitchell
-
615 Wooten Road
, Ste 130
Colorado Springs, Colorado 80915 - (719) 465-5555
- Website
Hours
Chamber Rating
About
First Command Financial Advisor - Shauna Mitchell
As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial securityâ€.
Contact Info
- (719) 465-5555
- [email protected]
- Website
Specialities
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Shauna Mitchell?
A The phone number for First Command Financial Advisor - Shauna Mitchell is: (719) 465-5555.
Q Where is First Command Financial Advisor - Shauna Mitchell located?
A First Command Financial Advisor - Shauna Mitchell is located at 615 Wooten Road, Ste 130, Colorado Springs, Colorado 80915
Q What is the internet address for First Command Financial Advisor - Shauna Mitchell?
A The website (URL) for First Command Financial Advisor - Shauna Mitchell is: https://advisor.firstcommand.com/us/co/colorado-springs/slmitchell?y_source=1_MjU4NDU4NjMtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Shauna Mitchell open?
A First Command Financial Advisor - Shauna Mitchell is open:
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Hours
Ratings and Reviews
First Command Financial Advisor - Shauna Mitchell
Overall Rating
Overall Rating
( 0 Reviews )Lauren Carr on Google
Shauna served as our financial advisor. She came prepared to each meeting with a tailored approach and recommendations to our family's priorities, and followed up with a thorough recap and additional details as requested. She was also great at being able to explain in an understandable way how certain policies, etc. worked and the pros and cons to each to help us truly make the best decisions. She was always professional, responsive, and clearly demonstrated a dedication to us as her clients in helping us pick the right plan and financial resources for us. Would absolutely recommend.
Of Mountains & Men on Google
Out of all the first command Representatives I've worked with for more than 30 years, Shauna Mitchell has been by far the most personable,diligent, and hardworking of them all. She's extremely professional,responsive, and trustworthy. Out of all the first command agents I have worked with in 3 decades she's clearly the best! You can trust her with your finances and your life goals. If I could choose any First Command Advisor, it would be Shauna Mitchell!
Shelby Rust on Google
My husband and I have worked with Financial Advisor, Shauna Mitchell, for almost 2 years now. She is amazing and very knowledgeable. She has helped us align and allocate our finances to have us set up for retirement in years to come. She explains everything so well regarding our investments as first time investors! When we had our baby she got us on track to have a college fund for our daughter. Because of her and her expertise, we on track to not only pay off our student loans in under 10 years, which are well into the upper double digits, but also meet our goals for retirement!
Michael Clayborn on Google
Our family had the privilege of becoming aquatinted with First Command over this past weekend at an Airforce basketball game! We believe this was the start of a lasting relationship with this company.
Shauna Mitchell - First Command Financial Advisor, our hostess for the evening, was nothing short of amazing!
Thank you Shauna for a great evening. First Command, thank you for the opportunity and hopefully in the near future, we can become potential customers of yours.
Overall Rating
Overall Rating
( 0 Reviews )Write a Review
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