Our Advisor helped us transition from active duty to second careers and then to full retirement.
The basic financial principles I learned from First Command continue to benefit us 40 years later.
Many years ago, I had the pleasure of meeting First Command founder Carroll Payne. Mr. Payne, a retired Air Force officer, stressed that developing a habit of saving and investing a portion of everything you earn is key to achieving your financial goals. I saw the wisdom of this strategy and became a client.
After several years as a First Command client, I so believed in the company and its commitment to helping military families plan for and pursue financial security that I eventually became a First Command Financial Advisor.
So here we are today. Both my wife and I have worked diligently for 40 years and are approaching retirement. The basic principles I learned all those years ago from Lt. Col. Payne have been reinforced by our First Command Advisors over time. Our current Advisor, David Trammell, follows up regularly to review our financial plan and has continued to meet with us virtually during the pandemic.
We continue to share our positive experience with First Command with family and friends. If you are interested in getting your financial life squared away, I encourage you to talk to a First Command Financial Advisor.
– Scott Hartless
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.
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
First Command sprang to action to help my recently widowed mother through her financial transition.