My Financial Advisor explained the long-term strategy and helped me develop financial discipline.
We are grateful to have such a professional, competent and kind team supporting us over the years.
I am a retired USAF Chief. Early in my career, my wife and I became clients of First Command and we are so grateful for the continued support we have received. I recently thanked my original First Command Financial Advisor, Hal Roesch, for helping us realize 30 years ago that we could invest in our future without sacrificing our quality of life.
When I lost my job in 2020 as a result of the pandemic, I contacted my current Advisor, Dan Mahoney. Dan and his team reviewed my financial plan and helped me plan for retirement.
My wife and I are truly grateful for people like Hal and Dan for helping us pursue our goals. Feel free to share our story, especially with young people looking to start saving for their future.
– W.A. "Buddy" Truax III
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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Our Advisor volunteered to teach financial management courses here at Ramstein Air Base in Germany.