First Command provides complimentary financial plans for all active duty servicemembers

“Most people don’t plan to fail. They simply fail to plan.”

One of the most important steps you can take in your pursuit of financial security is developing a comprehensive, written financial plan. People who have a plan are 56 percent more likely to feel they are on track to meet all of their financial goals than those who don’t have a financial plan.1 Unfortunately, though, only 17 percent of people have a written financial plan that they regularly update.2

At First Command, we’re committed to helping military families get their financial lives squared away and we’re convinced that one of the best ways to do that is by working with them to develop customized financial plans. That’s why we waive the normal fees for all financial plans prepared for active duty service members grade E-5 and above.

Your local First Command Financial Advisor can explain how our planning process works, answer your questions and help get you started on the path to financial security.

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1 According to the 2012 Household Financial Planning Survey, 50 percent of those with a financial plan believe they are on track to meet all of their financial goals, versus only 32 percent of those without a plan.

2 CFP® Board


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