About First Command

Founded in 1958 with a mission to improve the financial well-being of America’s professional military families, First Command Financial Services today serves clients from all walks of life at all stages of life.

A Registered Investment Adviser firm, First Command develops and delivers comprehensive financial plans to assist American families in their efforts to reduce debt, build wealth and pursue their financial goals and dreams.

We embrace time-tested financial principles, advocating a disciplined, long-term approach to saving and investing, supported by strategies to manage financial risk. And we support our clients’ pursuit of their goals with a wide range of investment, insurance and banking products and services.

Through a values-centered approach to financial planning and a client-first philosophy, First Command has for 50 years established lasting relationships with hundreds of thousands of client families. We’re committed to helping you plan confidently for the future and to accompanying you on your financial journey.

Facts at a Glance

Organized 1958
More than 285,000 client families*
$14.7 billion in managed assets*
$51.7 billion in-force life insurance policies*
$615 million in banking assets*

*As of December 31, 2009

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First Command Financial Services, Inc. is the parent company of First Command Financial Planning, Inc. (Member SIPC, FINRA) and First Command Bank (Member FDIC). Financial planning services and investment products, including securities products, are offered by First Command Financial Planning, Inc. Insurance products and services are offered by First Command Financial Services, Inc. Banking products and services are offered by First Command Bank. 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.”

Securities products are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with or endorsed by the U.S. government or U.S. armed forces.

First Command is proud to be an FPA Alliance firm, recognized by the Financial Planning Association® (FPA®) for commitment to professionalism in financial planning. The Financial Planning Association owns the FPA Alliance trademark.