Bankers Life - Closed

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Colorado Springs, CO area, Lisa Forbes will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Chad Holland joined First Command Financial Services as a Financial Advisor in June 2010. As a military spouse, he understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. A graduate of California State University, Chico with a bachelor's degree in Community/Commercial Services, Chad holds Series 7, 6, 63, 66 securities licenses plus life and health insurance licenses in AL, AZ, CA, CO, FL, GA, HI, IL, IN, KS, MD, MO, NS, NJ, NY, OH, OK, OR, PA, SD, TN, TX, VA, WA. Understanding that the biggest obstacle to financial security for most people is their own behavior, Chad serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term savings and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Chad 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. In his free time, Chad enjoys, spending time with family, traveling and volleyball. 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 service in their pursuit of financial security."

It's Not Just Money, Inc., provides financial planning and tax preparation for personal and commercial clients in the Colorado Springs area. Since 1995, we've been helping people prepare for their future financial needs. We work on a fee-based system which means we don't receive commissions on the purchase or sale of products. Our belief is that we work for you, not the companies we represent. Trust is a key component when selecting a financial advisor, and we work to build that trust by always having your best interest in mind. Call today and learn how we can help you.