Mutual Funds & Investment Plans for Families | First Command

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Investing in your future can provide the savings needed that guide families toward financial freedom. As you build up enough savings to cover emergencies and short- term needs, you also need to focus on long-term goals.

Setting Financial Goals

The time to start planning for your future is now.

First Command offers a selection of investments designed to help military families pursue lifelong financial security. And unlike other financial companies, we welcome those who haven’t yet built up personal wealth or assets.

Asset Management

Our professionally managed Asset Management Solutions can free you from the responsibility of managing your own investments.

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Retirement Planning

Our Advisors can help you set realistic retirement goals and advise you on the best investment options available to you for pursuing them.

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Income Planning

Annuities can provide the assurance of income when the time for retirement comes.

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Education Planning

Saving for a child’s college education is a top priority for many American families. We can help you put a plan in motion.

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Our Philosophy

Investing doesn’t have to be complicated.

We’ve built our investment strategy on basic, yet very effective, principles:

  • If you don’t save, you can’t invest.
  • Regularly investing a fixed amount takes emotion out of the process.
  • Time is a powerful tool for any investor.

Our Trusted Providers

Investments tailored to fit your needs.

First Command works with a number of trusted, leading investment and insurance companies. Our independence from any single product or service provider means your Financial Advisor can recommend solutions that are right for you, and your unique circumstances. Here are just a few of our trusted providers. For the complete list, chat with your Financial Advisor.

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.

  1. First Command Financial Behavior Index®, Q1 2022.