Suzanne has lived up to our expectations.

Before I began planning for retirement with First Command, I was not sure if I would even be able to retire. Bill suggested financial products that my wife and I were unaware existed, but that fit our needs. Bill listened carefully to us, our objectives, and our concerns about the future. He tailored a recommended plan for us that addressed our needs. We have made a few modifications along the way as circumstances changed, but those changes were always responsive to our objectives, needs, and risks.

Along the way, Bill retired and turned us over to his daughter, Suzanne. Suzanne has lived up to our expectations. She has kept our investments current and helped us manage risk. She has also helped us with the next step: estate planning. She has put together a combination of education, life insurance, and investment vehicles, to help our children pursue their financial future. We appreciate the periodic meetings to review our portfolio. Bill and Suzanne always take care to ensure that my wife understands everything also.

Lastly, I commend the IMA wealth management group also. I did not want to spend my retirement actively managing investments. They have set up a set of accounts with appropriate risk profiles. My involvement is monthly monitoring via their online links and periodic updates with our account managers. Lawrence, Brady, and Laurelyn have been great. They are transparent and always focused on our needs.

– Cmdr. Winston Jones, USCG (Ret.)


Suzanne Winkelmann

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.

Share This Story

Get Squared Away®

Let’s start with your financial plan.

Answer just a few simple questions and — If we determine that you can benefit from working with us — we’ll put you in touch with a First Command Advisor to create your personalized financial plan. There’s no obligation, and no cost for active duty military service members and their immediate families.