With her guidance and understanding of my family's desires, she has helped us develop a plan.
We highly recommend Jill as a financial advisor…
Jill has been our financial advisor for over 7 years and has consistently demonstrated the utmost integrity and professionalism and a commitment to do what is in our best interests in all our interactions. She is extremely knowledgeable across a broad spectrum, is a great listener, is responsive, and brings a holistic, participative perspective in designing and executing our financial retirement strategy.
She seeks to understand our goals, objective, and risk tolerance before making recommendations and then takes the time to explain things in a straightforward and concise manner to ensure we fully understand how the recommendations address our objectives. She has a keen awareness of both Social Security and Medicare rules and the relationship between them and income distribution choices.
Besides effectively performing the technical aspects, she is equally effective at helping us understand and appreciate the emotional aspects of transitioning from a work-and-save perspective to a retire-and-distribute perspective. This has allowed us to confidently make decisions regarding our retirement.
We highly recommend Jill as a financial advisor for her overall knowledge, thoroughness, preparedness, and understanding as well as her appreciation that financial strategies and decisions have an emotional side for most people and her effectiveness in helping navigate the emotions associated with financial retirement planning and execution.
– Claudia Hartman
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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Anna is an outstanding financial advisor.