What’s important to you?
The financial plan is the product that makes the biggest difference for our clients. Because, even though we offer a broad array of carefully selected banking, investment and insurance products to our clients, the real value of working with a First Command Financial Advisor is in the thoughtful construction and delivery of a customized plan that integrates products and advice tailored to you as you progress on your financial journey.
“But doesn’t everybody offer financial plans these days?” you may be asking. To be sure, they’re much more widely available today than when we began recommending them for our clients in 1958. But not all financial plans are created equal. Many are merely static documents that offer a rapidly fading snapshot of your circumstances and goals at a single point in time. We strive instead to help you establish, prioritize and document your goals and then provide you with a specific but flexible strategy for pursuing them.
Your Values, Your Goals, Your Plan
What would your life be like if you had a financial strategy based on what was truly important to you? Our experience has convinced us that aligning your goals and your financial plan with your values can be the key to mustering the commitment and discipline that we consistently find to be good predictors of an individual’s financial success. That’s why our Advisors have been trained to help you:
- Get in touch with your core values
- Set specific goals that are aligned with those values
- Benchmark your current financial reality
- Create a personalized Financial Road Map®*
- Stay on course as your financial journey unfolds
The objective is simple and powerful: to build and maintain a financial plan custom fitted to your values, your goals and the lifestyle you envision achieving. And that’s a far cry from a cookie-cutter document with a decorative pie chart.
*The Financial Road Map® is a registered trademark of Bachrach & Associates, Inc.
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© 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.
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.
