Kourtney has done a fabulous job helping me navigate the required changes necessary…

Kourtney has done a fabulous job helping me navigate the required changes necessary to help prepare for my upcoming retirement. She prepares fully prior to our meetings, so that we can quickly get through a lot of material and make the necessary decisions. She thoughtfully organizes multiple meetings, so that we can get through things without it being stressful. She analyzes my current investments, recommends changes based on my risk analysis and impending retirement, and explains in a clear, concise manner. Kourtney's dedication to helping me pursue my financial goals makes me more than happy to recommend her as a Financial Advisor for my own daughters.

– Melissa Overdeer

Advisor

Kourtney Terry

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.

Share This Story

Get Squared Away®

Let’s start with your financial plan.

Answer just a few simple questions and — If we determine that you can benefit from working with us — we’ll put you in touch with a First Command Advisor to create your personalized financial plan. There’s no obligation, and no cost for active duty military service members and their immediate families.

GET STARTED