Joey Bergman - First Command Financial Advisor

06/12/2025

06/03/2025

We’re playing Two Truths and a Lie: Finance Edition! Can you spot the lie? 🧐

For more info on the topics in our game, reach out and let’s schedule time to talk. I can create a financial plan that’s tailored to your life, coach you on your financial questions, and help get your finances on track.

05/08/2025

What’s the true goal of President Trump’s sweeping tariffs? Our Investment Management Team offers their thoughts. https://bit.ly/3Z63jdk

04/11/2025

It was an honor working the Hiring Our Heroes: Military Spouse event earlier this week. Having to constantly move & PCS to new locations, military spouses make the ultimate sacrifice when it comes to focusing on their careers. It doesn’t have to be that way! First Command - Jacksonville Beach, FL & St Mary's, GA offers employment that translates across duty stations, allowing military spouses to maintain consistent employment wherever the military may take them!

04/08/2025

Planning to save for a home or vehicle purchase, your child’s education or your retirement? This is one way to get started.

01/17/2025

The 2025 Market Outlook from First Command’s Investment Management Team is here! It analyzes the current financial landscape and provides a forecast for inflation, interest rates, and economic growth.

Let’s chat about what this could mean for your financial plans. https://bit.ly/42fVp3p

11/25/2024

Looking for a unique way to contribute to your favorite charity? At age 70½, you can make a meaningful difference using your IRA through a Qualified Charitable Distribution.

Charitable donations are critical for nonprofits to support their communities. Learn about qualified charitable contributions and if they are an option for you.

09/23/2024

The Social Security Trust Fund is on track to run out of money in 2033. What does that mean for your retirement? Read this special report by First Command’s Investment Management Team to learn more about the history, current state, and future outlook for Social Security. https://bit.ly/3XBzf83

09/09/2024

How will you pay the bills when you retire? If you’re not sure how to answer that, we need to talk. I provide complimentary financial plans for active duty service members, E-5+.

08/09/2024

Let’s clear up some misconceptions about working with a financial advisor.

In this video, members of the First Command team tackle four misconceptions about working with a financial advisor. At First Command, our Financial Advisors ...

06/20/2024

Happening tomorrow! Still room available at Jekyll Brewing if you want to educate yourself on military benefits, investing, retirement, and more.

Join us in one week for "Preparing for Your Military Separation or Retirement" presented by First Command - Jacksonville Beach, FL on June 20th at Jekyll Brewing. Our Programs Director, Tracey Bradley, Sr., will be speaking at this event, so don't forget to RSVP by June 19th.