Ready to get your financial life squared away?

Most of our Financial Advisors are veterans or military spouses who have walked where you walk. We have a deep understanding of military life, and can coach you through the specific financial planning strategies that each life stage requires. We help young clients develop a core savings regimen to lay the groundwork for future financial independence. We guide growing families through the process of college savings and insurance planning. And we help those nearing the end of their working years establish a retirement income plan.

WHAT WE’LL COVER

The cornerstones of financial planning.

We embrace proven planning principles to help you reduce debt, build wealth, and pursue financial security from the start of your military career, to retirement and beyond.
First Command saving services with a qualified Financial Advisor
Savings

Savings

We’ll show you how to take a disciplined approach to saving —a vital step towards lifelong financial security.

LEARN MORE
First Command history and origins
Insurance

Insurance

Risk is a part of life — especially military life. Our insurance strategy will focus on protecting your assets and your loved ones from the financial risks associated with unexpected events.

LEARN MORE
First Command appreciation for family and military life
Investments

Investments

We offer investments best suited for military families, and welcome clients who have not yet built up personal wealth. It's never too early to get started.

LEARN MORE

OUR PLANS

Elements of an effective plan.

The development and delivery of a solid financial plan is the beginning of a collaborative, face-to-face relationship. Here’s what you can expect from yours:

Personalized

We’ll identify your values and priorities — what’s important to you — and translate them into meaningful financial goals.

Comprehensive

We’ll recommend specific investments, insurance, and full-service banking to address your needs.

Integrated

We’ll ensure every aspect of your plan is well balanced and accounts for your unique military benefits.

Ongoing

We’ll review your plan regularly and make necessary adjustments to keep pace with major life changes.
First Command financial coaching with a qualified Financial Advisor

LOOKING FOR LEADERS

Make a meaningful difference in people’s lives.

We’re seeking people from a variety of military backgrounds to join our team. The mission-driven focus, teamwork, and commitment to service that are inherent to military life are the primary skills we look for in our Financial Advisors.

JOIN OUR TEAM

GET SQUARED AWAY

Let’s start with your financial plan.

Answer just a few simple questions and — If we determine that you can benefit from working with us — we’ll put you in touch with a First Command Advisor to create your personalized financial plan. There’s no obligation, and no cost for active duty military service members and their immediate families.

GET STARTED

Common Financial Planning Questions

COACHING CENTER
Tools & Advice