First Command Financial Advisor - Ben Lievestro

"Ben has been my advisor close to 10 years and he sets the bar for sound financial advice. He is always prepared, pleasant, respectful, and present in the moment."

"Aside from personal (physical) health, one’s financial health is of utmost importance, and on that front we trust Ben’s experience, wisdom and guidance implicitly! During our 13+ years working with Ben, he has been an invaluable sounding-board for our many financial questions and concerns and has also gone above-and-beyond on numerous occasions to provide us with contacts and resources for related services – banking, consolidation loans, family trust, mortgage refi., etc., where he clearly derived no benefit other than the satisfaction of knowing that he’d helped a client. Ben is also advising our adult children and numerous friends; if you’re looking for a top-level financial advisor, you should contact Ben too!"

"Ben is a great advisor and is very supportive. He has been helpful in getting me set up for life during and after college and is always there for me to ask questions and to learn. Greatly appreciate his support and advice."

"We've been with Ben for over 10 years. We value all advice as it always is the best for our current and future financial health, to sustain as well as to increase our assets. Ben is also keen on guiding us through tax implementations to insure we make future decisions that don't increase our tax burdens...."

"For Pam and I, Ben sets the standard for professionalism and competency on a wide range of financial planning and management issues. I have been a First Command client for many years and have been served by over a dozen 1st Command agents throughout the United States and in Europe. All of our advisors have been very good and professional, however, Ben takes it two steps further. He understands Pam's and my financial needs and tailors advice and feedback based on the situation -- not just to make a "sale." For example, we had a situation evolve where liquidity was an important requirement for our investment. He tailored his advice to ensure Pam and I had the cash flow necessary and still meet our financial goals. Also, as our needs changed, he recommended we actually adjust some of our long-held investments to better meet the evolving situation. Lastly, he also is very good with sticking with basics. Even after many years as a client, Ben asked Pam and I to reevaluate our monthly budget so he could provide a fresh perspective on our financial situation. Needless to say, I intend to be a client for many more years. Ben's professionalism, competency in financial advice, acute attention to detail, and a rock-solid support team make him a pleasure to work with."