Our Advisor helped create our financial plan which we trust will help us enjoy our retirement years.

We have been with First Command since the 1980s when the company was USPA & IRA, and my husband and I were both serving in the Navy. Throughout our time with First Command our Financial Advisors got us locked and loaded with savings, insurance and investment strategies to help us prepare for retirement.

Later in our First Command journey, we were fortuitously assigned to Advisor Joe Knutsen. In his time with us, we’ve become empty-nesters. He has earned our trust and the trust of our adult children through his well-reasoned explanations and recommendations. In each meeting, Joe proves he has our financial back and consistently goes the extra mile. He considers the best options with our family’s goals in mind, provides a summary of our meetings and sets action steps to help us avoid paperwork procrastination.

With Joe’s help, we have successfully reined in multiple insurance policies and 401(k) investments and have been able to better strategize through the First Command umbrella of services, including updating our Family Trust – which hadn’t been dusted off in 20 years!

Joe stays in touch and has worked hard to help us create our financial plan, which we trust will, with our combined efforts, help us limit financial stressors and maximize enjoyment in our retirement years. Thank you, Joe!

– Lt. Cmdr. Virginia Heard, USN

Advisor

Joe Knutsen

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.

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