First Command District Advisor

Financial Advising

Jacksonville, NC

First Command District Advisor Joe Spencer applies 20 years of Marine Corps experience to Blended Retirement System, TSP and military benefits planning.

  • Service members navigating the Blended Retirement System
  • Military families allocating Thrift Savings Plan contributions
  • Clients seeking comprehensive financial planning, investment strategies, risk management or debt management

Kelley R Tyson

Financial Advising

Jacksonville, NC

Kelley R Tyson holds the ChFC® designation and focuses on wealth, estate, military, government employee, and business-owner strategies.

  • clients planning to invest $250,000 or more
  • entrepreneurs and business owners
  • military professionals and veterans

Arrowstar Financial Inc.

Financial Advising

Jacksonville, NC

ArrowStar Financial provides customized retirement, insurance, and income strategies from offices in Jacksonville and Raleigh, founded in 2018.

  • retirement planning
  • life insurance coverage needs
  • creating diversified retirement income

McEuen Legacy Planning

Financial Advising

Jacksonville, NC

McEuen Legacy Planning helps Coastal Carolina families build retirement income and Roth conversion strategies through Kalan McEuen’s RICP expertise.

  • Coastal Carolina families planning retirement income
  • Retirees evaluating Roth conversions
  • Families seeking strategies to reduce retirement taxes

Financial Advising in nearby counties

FAQ

Which Onslow County adviser specializes in military retirement planning?

First Command District Advisor specifically lists Blended Retirement System guidance, Thrift Savings Plan allocation and military pay and benefits planning. McEuen Legacy Planning also serves military-connected families but focuses more on retirement income and tax strategies.

Who should I contact about Roth conversions or reducing retirement taxes?

McEuen Legacy Planning lists Roth conversion strategies and retirement tax reduction strategies among its specialties.

Are advisory fees listed for these financial advisers?

The provided profiles do not state fees or minimum account requirements, except that Kelley R Tyson serves clients planning to invest $250,000 or more. Ask each adviser about asset-based fees, commissions, insurance compensation and account minimums before engaging.

Which adviser is suited to a business owner or estate-planning client?

Kelley R Tyson lists entrepreneur and business-owner planning, estate and legacy strategies, and charitable giving strategies. McEuen Legacy Planning also focuses on creating a financial legacy.