When it comes to money, it is hard to find someone to trust.

I am extremely obliged to Mr. Bill Stewart and the First Command team for helping me and my family develop a tangible, organized retirement account. After years of going at retirement planning alone, my family and I decided it was time to use objective, professional advice. It took one meeting with Bill to realize that this is what all financial advisors should be like! Bill didn’t just set us up for a “one-size-fits-all” retirement plan, he actively listened to our goals and retirement needs.

 As with any big financial decision, we presented a great deal of concerns and hesitations. With a patient demeanor and cheerful attitude, Bill helped us navigate thru these obstacles by demonstrating a wealth of detailed insight for structured retirement and insurance planning. Not only did his plan address all our needs, but it also contained multiple options and incentives to choose from. On top of that, the benchmarks within our plan help us to ensure we are continuously staying on track.

 The flexibility and personalization of Bill’s plan for our family made us feel like we were in full control of our future financial successes. I am extremely appreciative to Bill because I feel he is the right balance of listening, coaching, engaging, and supporting. When it comes to money, it is hard to find someone to trust. Yet, because of their great leadership, excellent customer support, and thorough service, I am convinced that Mr. Bill Stewart and the Fist Command team are the best of the best in financial advising that I have ever worked with.


Cheers! 


 

–  Charles Offenbacher

Advisor

Bill Stewart

Financial Advisor

This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together “First Command”). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.

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