Deborah is intelligent, perceptive, and responsive.
Needless to say, I have a sense of confidence in the outlook of my financial future.
I started working with Will in the middle of the Fall of 2021. As I was looking forward to transitioning from my master’s program to a full-time job, I knew that I wanted to start being more proactive with my spending and saving habits. I realized that I was going to need an unbiased third-party opinion to help lead me through this transition. Will has gone above and beyond to help me formulate a budget, elect to contribute to a retirement plan through my employer, open a life insurance policy, start contributing to a Roth IRA, set up a non-qualified account, and helped me create a plan to pay off my student loans.
Not only has Will helped guide me on short-term financial goals, but he has also helped me to formulate long-term savings goals for retirement. Needless to say, I have a sense of confidence in the outlook of my financial future.
– Lydia Larkin
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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Jessica has been a great help to us in starting our financial journey.