Jason provides timely advice and has been instrumental in my quest for financial independence.
Money matters were foreign to me, but Rob was able to explain things in a way that I understood.
I met my First Command Advisor, Rob Wilson, two years ago. I was referred by a colleague after my husband passed away unexpectedly. I knew I needed solid financial advice and the referral was a blessing. Rob came to my house and did a deep dive into my finances. Money matters were foreign to me, as my late husband always handled, but Rob was able to explain things in a way that I understood.
Once the estate was settled, Rob developed a game plan that included a mix of investments in my 401(k) and IRA accounts. Add in the long-term care insurance that Rob suggested, and I feel secure and believe I am on track for the retirement my late husband and I talked about having.
In addition to my investments, Rob has become my go-to when it comes to current money matters. When I need to run something by him, I know he’s only a phone call away. Rob always offers a list of pros and cons, but ultimately lets me make the decision. I highly recommend Rob Wilson and First Command.
– Marjorie Mackrell
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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