We enjoyed the meeting and came away with confidence in our plan of action.

My wife and I had an appointment with Mason Helgeson earlier today. Due to the retirement of our previous advisor, this was our first appointment with Mason. I wanted to pass on to you how pleased we were with our appointment, and more importantly with Mason. We’ve been with First Command for a long time now and frankly dreaded the annual meetings. Today was very different. We enjoyed the meeting and came away with confidence in our plan of action. My wife especially liked his style and he quickly earned her trust which can be difficult to do. Just wanted to share with you how pleased we were with Mason.

– Lt. Col. James Bell, USA (Ret.)


Mason Helgeson

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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