Financial planner First Command Financial Advisor – Adam Bartek 400 E Mill Plain Blvd Suite 105, Vancouver, WA 98660

At First Command Financial Advisor, Adam Bartek specializes in providing comprehensive financial planning services tailored to meet your unique needs. Located at 400 E Mill Plain Blvd Suite 105 in Vancouver, WA, Adam and his team are dedicated to helping clients achieve their financial goals through personalized strategies in areas such as budgeting, retirement planning, and investment management. To learn more about how they can assist you, call (360) 695-9328 or visit their website.

Services Offered

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Debt Management Strategies
  • Education Funding Solutions

Engagement Process

When you engage with First Command Financial Advisor, you can expect a thorough consultation where your financial situation will be assessed. Bring along relevant documents such as income statements, tax returns, and any existing investment account information to ensure a productive discussion. The team will work closely with you to develop a personalized financial strategy that aligns with your goals.

What to Expect at a Consultation

During your initial consultation, you will discuss your financial objectives and any concerns you may have. Adam Bartek will outline potential strategies while providing insights on how to effectively manage your financial resources. This meeting is an opportunity to ask questions and gain clarity on the services offered.

Helpful Links

Visit First Command Financial Advisor's Website | Get Directions to Our Office

Frequently Asked Questions

What services does Adam Bartek provide? Adam Bartek offers comprehensive financial planning, investment management, retirement planning, and debt management strategies. How do I schedule a consultation? You can schedule a consultation by calling (360) 695-9328 or visiting the website. What should I bring to my first meeting? Bring income statements, tax returns, and any existing investment account information to help facilitate a productive discussion. Is there a fee for the initial consultation? The details regarding fees should be discussed during your initial consultation. Can I get help with retirement planning? Yes, Adam specializes in retirement planning and can help you create a strategy to meet your retirement goals. What is the typical engagement process like? Engagement typically starts with a consultation where your financial situation is assessed, followed by the development of a personalized strategy. How often should I meet with my financial planner? Meeting frequency can vary but is often recommended annually or as needed based on your financial situation. What if I have questions after our meetings? You are encouraged to reach out anytime you have questions or need clarification regarding your financial plan.

Informational only — not legal, financial, or insurance advice.

 

Financial planner First Command Financial Advisor – Adam Bartek
400 E Mill Plain Blvd Suite 105, Vancouver, WA 98660
(360) 695-9328
https://advisor.firstcommand.com/us/wa/vancouver/arbartek

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