He … acted as a fantastic mentor and guide for my first few months in the Army.
Michael truly cares about preparing and educating his clients for the future.
I am active duty and my wife is in nursing school. My wife's parents have been clients of First Command for many years and recommended that we speak with a local financial advisor. When we initially joined First Command in 2021, we were looking for professional advice to financially prepare us for our future. We knew that we needed clear goals and that we were not financial experts. We had some debts that we were working to pay off, we were new to budgeting, and we knew that we were probably not on track for our future goals.
Then we were introduced to Michael and instead of simply looking at our current financial situation and making some quick recommendations on what we should do, he took the time to build a customized financial plan for our family. This plan focused on overall comprehensive financial planning instead of just one small piece of the financial puzzle.
As new clients, Michael wanted to get to know us and understand who we were, what we did, what our short-term and long-term goals were, what kind of lives we wanted to live today, and the type of retirement we wanted to enjoy in the future. Michael wanted to learn about us first. He always took the time to explain anything and everything that we did not fully understand and never hesitated to jump up and draw out visuals on the whiteboard to help us make informed decisions. Michael truly cares about preparing and educating his clients through the major life events of today and preparing us for the future.
We are extremely grateful for his enthusiasm in helping others pursue lives of abundance for their families!
– Seth & Sophia Platt
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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