Our History

First Command’s history of serving the financial planning needs of American families begins in the early 1950s, when Air Force Lt. Col. Carroll Payne had the occasion to work closely with the families of several crew members killed in an aircraft accident. Saddened by the survivors’ financial difficulties and eager to help other military families effectively plan for their financial futures, Lt. Col. Payne began laying the groundwork for the company he would organize in 1958 and which would grow to become First Command.

Today, First Command provides not only financial solutions for military professionals and their families, but we extend our 50 years of experience to the delivery of financial solutions for federal employees and life stage financial solutions for individuals and families from all walks of life.

We embrace the same time-tested financial principles on which we were founded, advocating a disciplined, long-term approach to saving and investing, supported by strategies to manage financial risk. And we support our clients’ pursuit of their goals with a wide range of investment, insurance and banking products and services.

For 50 years, enhancing the financial well-being of American families has been our mission. A trusted First Command Financial Advisor is ready to help you plan confidently for the future and assist you in the pursuit of your financial goals and lifetime dreams.

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First Command Financial Services, Inc. is the parent company of First Command Financial Planning, Inc. (Member SIPC, FINRA) and First Command Bank (Member FDIC). Financial planning services and investment products, including securities products, are offered by First Command Financial Planning, Inc. Insurance products and services are offered by First Command Financial Services, Inc. Banking products and services are offered by First Command Bank. 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.”

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.