Trust Services

Trusts are often the foundation of estate planning and an important aspect of financial management. They can help you provide financial assistance to family members, make contributions to charitable organizations, reduce estate taxes, mitigate the costs and delays of probate, and provide for the administration of your finances, should you become incapacitated.

A First Command Financial Advisor can refer you to a local attorney or CPA, at your request, and work with them to develop an estate plan. And your Advisor will work with First Command Bank�s Trust Services department to establish any trusts that are part of the estate plan. First Command Bank Trust Officers will provide all the fiduciary services required to administer your trust to help you preserve, protect and enhance your financial legacy.

To learn more, read about Trust Services at firstcommandbank.com or contact a trusted First Command Financial Advisor today.

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©2012 First Command Financial Services, Inc. parent of First Command Financial Planning, Inc. (Member SIPC, FINRA), First Command Insurance Services, Inc. and First Command Bank. Financial planning services and investment products, including securities, are offered by First Command Financial Planning, Inc. Insurance products and services are offered by First Command Insurance Services, Inc. in all states except Montana, where as required by law, insurance products and services are offered by First Command Financial Services, Inc. (a separate Montana domestic corporation). Banking products and services are offered by First Command Bank. 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.