She’s someone I’ve come to trust for thoughtful input and advice.

My wife and I have been First Command clients since the 1980s. First Command (USPA & IRA) helped put us on a road toward pursuing a stable financial future through both good times and bad. We solicited advice in working through issues involving overseas duty, an unplanned military medical retirement, civilian job changes, home construction, market changes, and preparation for retirement.  

Alysse is our most recent advisor and provided us with information to help us navigate financial plan adjustments and help prepare us for eventual final retirement. She facilitated projections showing us the pros and cons of executing a Roth conversion opportunity efficiently and letting us decide on the path forward. Additionally, she’s provided us with retirement income projections and other data products to allow us to better plan for the future.  

Alysse is always prompt in responding to questions and doesn’t hesitate to reach back to leverage First Command resources to help elaborate recommendations for more complex issues. She’s someone I’ve come to trust for thoughtful input and advice. 

– Capt. Jim Cosgriff, USAF (Ret.) 

Advisor

Alysse Forde

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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