Katelyn Key - First Command Financial Advisor

Katelyn Key - First Command Financial Advisor Coaching those who serve in their pursuit of financial security. Schedule an appointment today.

Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: https://www.firstcommand.com/social-media-guidelines/

Pursuing financial goals requires patience and dedication, but you can start from where you currently are and make purpo...
08/29/2023

Pursuing financial goals requires patience and dedication, but you can start from where you currently are and make purposeful strides toward your objectives. The initial step is formulating a plan.

Message me if you are ready to get started!

The Secure Act 2.0 has expanded the opportunities for Americans to save, invest and plan for   at different stages of th...
07/07/2023

The Secure Act 2.0 has expanded the opportunities for Americans to save, invest and plan for at different stages of their lives. Check out our latest article for the full breakdown: https://bit.ly/3NP5coy.

4 Things You Need to Know About the Secure Act if You Are Close to or Nearing Retirement.Message me if you have any ques...
07/06/2023

4 Things You Need to Know About the Secure Act if You Are Close to or Nearing Retirement.

Message me if you have any questions!

Learn about updates made to the SECURE Act that could impact your retirement. Read about changes made to RMD's, Catch Up Contributions, ROTH matching and more.

We can't make your monthly bills disappear (sorry!) but we can help you with a savings plan.
07/01/2023

We can't make your monthly bills disappear (sorry!) but we can help you with a savings plan.

Learn to say “no” to smaller, disposable purchases. This allows you to save and say “yes” to bigger, more meaningful pur...
06/24/2023

Learn to say “no” to smaller, disposable purchases. This allows you to save and say “yes” to bigger, more meaningful purchases later on.

Writing down your goals increases the likelihood you'll see them through. And it’s as easy as picking up a pen.
06/22/2023

Writing down your goals increases the likelihood you'll see them through. And it’s as easy as picking up a pen.

These healthy money management practices will help you make purposeful strides toward your financial goals.
06/21/2023

These healthy money management practices will help you make purposeful strides toward your financial goals.

It’s never too late to get started on your financial journey. Whether you’re just starting out in your military career o...
06/19/2023

It’s never too late to get started on your financial journey. Whether you’re just starting out in your military career or close to retirement, I’m here to help; let’s talk.

Here’s to all the father figures in our lives who made us who we are today. 💙
06/18/2023

Here’s to all the father figures in our lives who made us who we are today. 💙

03/23/2020
Happy K9 Veteran’s Day!
03/14/2020

Happy K9 Veteran’s Day!

Address

2950 Metro Drive Suite 210
Bloomington, MN
55425

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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