Comprehensive Services
A strong partnership between a financial planning firm and its clients goes far beyond financial products alone. For First Command, it's about building long-term relationships through exceptional service, and equipping you with the tools, resources and expertise to pursue your financial goals.
For your convenience and with your financial well-being in mind, we offer tax services to assist you in the preparation of your federal and state income tax filings, plus trust services that can help you secure the financial future of your loved ones. And we support your career mobility with relocation services that can ease the sale of your existing home as well as your move to a new home.
From legislative changes that affect your taxes and event-oriented changes that affect your estate to career changes that affect your residence, First Command is prepared to help you with value-added services, including:
Tax Services — First Command Tax Services offers clients a superior solution to meet your tax preparation needs. Available worldwide, our informative and user-friendly Web portal delivers a single resource to assist clients in the preparation of their federal and state tax returns — backed by the expertise of tax professionals who fully understand both the current tax environment as well as your unique financial situation. In addition to tax preparation, we offer a variety of tax services at tax time or any time, including:
- Cost basis computations for mutual funds investments.
- Professional tax research and advice.
- Reprints of previous years' mutual funds statements.
Regardless of your location, occupation, or specific situation, we can provide the answers for your tax preparation needs.
Estate Planning — Securing the financial future of your loved ones is one of the most critical things you can do and, unfortunately, one aspect of a comprehensive financial plan that many people overlook. Your advisor can refer you to an attorney or CPA in your area who can help develop an estate plan.
Your First Command Financial Advisor can work with you, your attorney and your CPA as a team to implement your estate plan. Your advisor can also help you work with First Command Bank’s Trust Services to establish any trusts that are part of your estate plan. First Command Bank Trust Services delivers all the fiduciary services of administering your trust to help you protect, preserve, and enhance your financial legacy.
Relocation Services — Whether you’re moving across town or across the country, relocating to a new residence can be time-consuming and frustrating. But Relocation Services by First Command offers the help you need to market and sell your existing home, research and buy a new home, and move your household goods to your destination. A cash reward of up to $4,000 may be available to customers who buy and sell a home through Relocation Services by First Command. (May not be available in some states.) Visit the HomeServices Relocation online calculator to estimate the reward you may be eligible to receive.
A dedicated relocation consultant can help you with:
- Departure services — Assess needs, develop home marketing plan, negotiate offers, assist with closing and settlement, household goods movement
- Destination services — Identify a pre-screened local real estate agent, provide information on new community, assist with negotiation and closing
- Home buying services — Assist with mortgage provider and pre-approval letter, offer, closing, title insurance, homeowner insurance
For more information, talk to one of our Relocation Services consultants at (888) 399-4361or e-mail Relocation@homeservices.com.
Relocation Services by First Command is offered in partnership with HomeServices Relocation. HomeServices Relocation is not an affiliate of First Command Financial Services.
For more information, contact us.
- Are You . . .
Quick Links
Office Locator
Command Center
© 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.
