Financial Solutions for Military Professionals
The Role of a
Financial Advisor
A qualified financial advisor can provide the guidance and support you need to develop, implement and follow through on a plan that can help you pursue your financial goals.
A First Command Financial Advisor can help you:
- Identify your values and priorities
- Translate your values into meaningful financial goals
- Review your financial circumstances
- Implement specific investment, insurance and banking recommendations to help you build wealth, control risk, and simplify everyday financial management
And just as importantly, your Financial Advisor can help you monitor your progress and make adjustments to your plan, as necessary, to help keep it aligned to changing circumstances, such as:
- Your family status (marriage, divorce, childbirth,
death of a family member) - Your career status (promotion, change of station, separation from service or retirement)
- New or evolving priorities
- The performance of your investments
Through an ongoing relationship, your Financial Advisor can help you make objective decisions in changing circumstances — helping ensure that you and your plan stay focused on the pursuit of your goals.
- Learn more . . .
Office Locator
Command Center
© 2006 First Command Financial Services, Inc.,
parent of First Command Financial Planning, Inc. (Member SIPC) and First Command Bank (member FDIC and Equal Housing Lender) | Privacy Policy | Description of Services | Business Recovery Notice
In certain states, as required by law, First Command Financial Services, Inc. does business as a separate, domestic corporation, and does business in California as “First Command Insurance Services.”
Insurance products and services are offered by First Command Financial Services, Inc. Securities, annuities, tax-preparation services and financial planning services are offered by First Command Financial Planning Inc. Banking and trust services are offered by First Command Bank. Securities products are not FDIC insured, have no bank guarantee and may lose value. The U.S. government has in no way sanctioned, recommended or encouraged any product or service we may offer.
First Command Educational Foundation is a non-profit 501(c)3 organization independent from any other First Command entity.
A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
