…I thank you for the outstanding personal service I received…

I want to thank you for initiating your call given that some time has passed since I have had the requirement to contact you. For reasons I will provide below the fact that you took the initiative proved to be far more valuable to me than I had anticipated.

First, upon completing our review of the current holdings that exist with First Command, you asked me a series of questions that became most pertinent to potential decisions for me to consider. Had you not asked those questions I would not have been made aware of some principal factors relevant to matters I needed to evaluate. You immediately suggested and scheduled a follow-up call to address these matters which I know will be important to me at this time. The professional attention to the needs of First Command clients is certainly being sustained through your outstanding service.

Secondly, I mentioned to you that the reason I feel comfortable with our financial future is attributable to the insurance and investment plans initiated through First Command when I was a young Air Force officer. During our call, you assured me that these standards are being maintained with today’s clients. Our interactions on the call clearly reinforce that fact.

Finally, I thank you for the outstanding personal service I received and look forward to the next engagement to address the actions which were highlighted on our call.

– Lt. Gen. Pat Caruana, USAF (Ret.)


Marcus Zapata

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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