The Parts of a Financial Plan
Your First Command Financial Advisor can recommend a wide range of financial solutions to support your financial plan and help you pursue your goals.
Investments
Literally tens of thousands of investment products exist today. But nearly all investments have as their goal the accumulation and management of wealth for specific purposes, such as retirement, education, a career transition or business venture, a major purchase or life event, and estate preservation and distribution. As part of the financial planning process, your Financial Advisor can recommend specific investments to help you pursue your goals in the time frame you specify. Learn more about investments »
Insurance
Managing the risks that can threaten your financial well-being is just as important as making thoughtful investment choices. Your Financial Advisor can show you how appropriate life insurance choices can meet the immediate financial needs of your family and enhance their long-term financial security as well. Your Advisor can explain the features and benefits of long-term care and disability-income policies that can help protect your assets. And he or she can show you how strategic decisions on coverage for your home, auto and other property can benefit your total financial picture. Learn more about insurance »
Full-Service Banking
There may rarely be a day when you don’t write a check, use a debit or credit card, or think about your bank balance. That’s why solutions for everyday financial management are an essential part of a financial plan. First Command Bank offers no-fee business and personal credit cards, competitive rates on checking and savings accounts, and personal debt-consolidation loans that can lower your monthly interest charges and accelerate your payoff of other credit cards and loans. Plus, you can enjoy convenient online banking and toll-free customer service wherever you are, worldwide. Learn more about banking products and services »