The Role of a Financial Advisor
A knowledgeable First Command Financial Advisor can provide the guidance and support you need to plan confidently for the pursuit of your financial goals.
Your Financial Advisor will work with you to:
- Identify your values and priorities — what’s important to you
- Translate your values into meaningful financial goals
- Review your financial circumstances and resources
- Develop a plan to effectively use your resources, including specific investment, insurance and banking recommendations to help you pursue your goals
And just as importantly, your Financial Advisor can help you monitor your progress and make adjustments to your plan to keep pace with your circumstances — such as changes in your family status (marriage, divorce, birth, death of a family member), changes in your career status (promotion, job loss, career change, relocation, retirement), new or evolving financial priorities, and the performance of your investments.
Through an ongoing relationship, your Financial Advisor can help you make objective decisions in changing circumstances — so you and your plan stay focused on the pursuit of your goals.