Will and the First Command team really helped us out.

We have been with First Command for 25 years and we are very happy clients thanks to the outstanding support from our advisor Will Kepley.

Being in the Military, we all know that things can fall through the cracks when you have to move every 2 to 3 years to a new duty station. We experienced a communication issue during a move from overseas back to the US. We made some changes to our investments when we were overseas. You can imagine the shock when we got a notice from the IRS a few years later saying we owed unpaid taxes. Will and the First Command team really helped us out. They found the source of the problem, engaged with the IRS on our behalf, and helped us settle the issue with the IRS. Will even helped us figure out how to pay the IRS with our investments so that it wouldn’t impact our savings.

Another reason why we really love working with Will is that he and I have a lot in common. We are similar in ages, have children in college, and retired from the military around the same time. Will really helped us manage the transition from the military and our daughter heading off to college through his recent experiences with the same things. It’s great to have someone who truly knows what you are going through and can provide wise and timely advice. We highly recommend Will and the First Command team.

– Lt. Col. Felix Rodriguez, USA (Ret.)

Advisor

Will Kepley

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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