Sitting down with Marshall helped me understand how to pursue my future financially.

From about high school onward, it has been stressed to me how I need to save, invest, and protect my finances properly. However, with no guidance on how to achieve this, I often found myself unwilling to commit to any financial advising plan due to my lack of knowledge. Flash forward to the end of OCS, where I found myself a new Second Lieutenant with my first real and sustainable income since completing college. 

To avoid working the rest of my life, I knew I had to reach out to secure my financial future and Marshall happened to be a familiar face around the area I was recruited from. Sitting down with Marshall helped me understand how to pursue my future financially. While it did take several meetings to iron out the details, Marshall made the process relatively easy and very informative which in turn left me and my wife very satisfied with our decision to join First Command. I would highly recommend that any new member of the United States Armed Forces at the very least check out First Command to see what they have to offer regarding their financial future. 

– Jacob Walsh

Advisor

Marshall Lane

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.

Share This Story

Get Squared Away®

Let’s start with your financial plan.

Answer just a few simple questions and — If we determine that you can benefit from working with us — we’ll put you in touch with a First Command Advisor to create your personalized financial plan. There’s no obligation, and no cost for active duty military service members and their immediate families.

GET STARTED