...Start early, stay disciplined, think long term and plan, plan, plan
Jeremy really takes the time to get to know us, understand our current situation and goals…
Jeremy Ball is the best financial advisor with whom we have worked in over 30 years of financial planning and investing. Smart, diligent, and laser-focused on customer needs and expectations, Jeremy really takes the time to get to know us, understand our current situation and goals, and then works to lay out various options for pursuing our goals. Most recently, over the past year Jeremy helped us complete a significant realignment of our portfolio composition, insurance coverage, and investment priorities based on our changing needs as I approach retirement eligibility for my post-military career and our children finish college and leave the nest.
He went well above-and beyond by also connecting us with an attorney that assisted us in creating a comprehensive trust for our children. He even met with our recent college graduates to help them understand investing and personal financial planning. With Jeremy’s personalized assistance and planning advice, we feel confident and excited about our family’s financial future!
– Keith & Diane Hauk
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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I have to say that William Stewart has been a vital part of my current financial wellness.