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    First Command Financial Planning

    1.0 (1 review)

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    1 month ago

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    Wealth Engineers - Jonathan Duong, CFA, CFP®

    Wealth Engineers

    (5 reviews)

    I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

    Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

    Element Home Life

    Element Home Life

    (1 review)

    I saw Terra on Yelp and was going to call 3 company's and once I spoke to her I immediately said to…read moremyself she is perfect to help my family she was always on time and she is an excellent communicator which is necessary in order to buy or sell a home and her advise for our family saved us thousands of dollars in issues down the line my family is forever grateful to Terra and I will always recommend her to everyone and will continue to use her for all our real estate needs.

    From the owner: Element Home Life is a residential real estate company. We are a full service brokerage, Our…read moreservices include: move-in/move-out cleaning, paid moving costs (limits apply), and we offer competitive listing fees. We specialize in military relocation, and first time homebuying, as well as general home purchases and sales. We use excellent seller negotiation tools, to get your home sold for top dollar. Need to sell your home fast? We buy houses cash, with 7-10 day closings. Want to sell but need repairs? Activate our listing concierge to prepare your home for the market. For our home buyers, we have concierge for you too! The Element Team is solution oriented; we help you avoid real estate problems before they arise. Element Home Life LLC is owned and managed by an award winning local Realtor®. Certifications: MRP-Military Relocation Professional, C2EX-Committment To Excellence, AHWD-At Home With Diversity *Element Home Life, Where Real Estate, Resources, and Passion Reside

    WCG CPAs & Advisors - Tina Watson, CPA, MBA

    WCG CPAs & Advisors

    (80 reviews)

    I don't usually take the time to write a review like this, but WCG just helped me avoid a…read moresix-figure tax liability. I can't express how grateful I am for that. I had previously hired another CPA firm to handle taxes for my small startup. Surprisingly, despite their excellent Yelp reviews, their senior CPA didn't know that an S-Corp election should not be filed electronically when the IRS explicitly requires paper filing in certain cases. Because they mishandled my S-Corp election, my business's S-Corp status remained pending for years until we recently discovered the issue. Worst of all, the firm kept gaslighting me and refused to fix their own mistake. Based on my own calculations, the tax savings from proper S-Corp status could have been six figures, plus potential penalties if the election had ultimately been denied. I then turned to WCG to help resolve the mess. I was already bracing for the worst, paying a six-figure tax bill and possibly suing the previous firm to recover it. My experience with WCG was night-and-day better. The onboarding process was well-organized, and Sally and Amanda developed a thoughtful, reasonable plan to address the problem. I wouldn't have blamed them if it hadn't worked, since the final decision rests with the IRS, but thanks to their expertise in these matters, the plan succeeded! I just wanted to write this to thank them sincerely for everything they did to help me with this case.

    I have owned several businesses throughout my life and went through a host of CPA firms. NONE of…read morethem come close to the service, counsel, and professionalism as WCG. They are proactive and responsive. I rest easy each night knowing they have my back!

    First Command Financial Planning - financialadvising - Updated September 2026

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