I have been a long time member with First Command (formerly USPA/IRA) since 1988 when I was a young Naval Flight Officer.
The services and advice provided to me and my family over the years have been truly outstanding and very beneficial. It has led to our complete debt free financial independence as I fully retired from my two careers in the Navy and in Law Enforcement.
I would like to specifically single out the superb advice and assistance provided by our new financial advisor, Cassy Randolph. She easily stepped in and provided expert services during the important period as we transitioned into retirement this year. Our previous advisor started the transition process with us, but suddenly left First Command without notice to us. Cassy quickly stepped in and ensued important items and deadlines were met to ensure our retirements needs were flawlessly achieved and long term financial goals were met.
We greatly appreciate the outstanding service and assistance provided by Cassy Randolph and the First Command team and look forward to our continued partnership as we move forward into a financially secured retirement.
I recently had a meeting with Cassy to discuss my family's finances, and I must say I am thoroughly impressed with her professionalism, knowledge, and expertise. She provided us with a detailed budget plan to reduce our grocery expenses and increase our savings, including an emergency fund and retirement investments. Cassy also suggested ways to improve our life insurance coverage and provided us with a recommendation for a military-friendly insurance company.
Her advice was practical and tailored to our needs, and she patiently answered all our questions. Overall, I am extremely satisfied with the service Cassy provided, and I highly recommend her to anyone looking for financial advice. Thank you, Cassy, for helping us secure our financial future, and I look forward to working with you again in the future.
