Every meeting with my Financial Advisor has been educational and interactive.
I would follow my First Command Advisor to the end of the earth. She’s taught me so much.
My First Command Financial Advisor, Katie Waters, has been nothing short of amazing. When I began working with her, I was distrustful and uncomfortable. She sensed that and did everything in her power to help me overcome my fears and reservations, starting at ground zero and patiently allowing me to learn and grow at my own pace.
Katie told me that I was doing nearly everything right, but that my conservative approach to saving and investing was not keeping up with inflation. She made specific recommendations for how I could address that concern, but troubled by bad experiences from my past, I was afraid of losing my money. Ultimately, though, my faith in Katie helped me overcome those fears and we began implementing her recommendations one at a time.
Through the saving and investment strategies Katie recommended, I became more financially disciplined. We don’t know what we don’t know, but this experience taught me that I needed Katie’s professional approach to teach me how to better manage my financial life. I would follow Katie to the end of the earth. She’s taught me so much.
– Denise Allen-Clark
Associate Director, Advisor Operations
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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I’m grateful to have had Henry not only as my Advisor, but as my friend for more than two decades.