I feel more secure in my future because of my Financial Advisor’s advice, knowledge and friendship.
I was a recently widowed woman after 42 years of marriage, without any financial plans for my golden years, which were fast approaching. My daughter-in-law's sister referred me to Financial Advisor Stephen Thaeler at First Command.
At our first meeting I asked him to talk to me like I was in kindergarten, because of my lack of financial knowledge. He took the time to learn about my financial circumstances and goals and then walked me through a plan designed to protect me for my future years.
When I first became eligible to collect Social Security, he encouraged me to wait because I was working full-time and didn't need the extra income. I think he had to tell me three times before I understood the benefits of waiting, which ultimately increased my monthly income for life. Stephen has been my Advisor for 10 years and I feel more secure in my future because of his advice, knowledge and friendship.
– Joan Bohning
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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