The Value of a Financial Plan

Reducing debt. Building savings. Protecting your future. Pursuing your goals. These things are important to most of us. And they’re important to the hundreds of thousands First Command has served since 1958.

Taking the time to discover what matters most to you is the first step in developing a meaningful financial plan. We know your motivation, commitment and confidence are greatest when your plan matches your values – what’s important to YOU.

Together, we’ll develop a plan that's:

  • Personalized. We design a plan to address your values, priorities and goals.
  • Comprehensive. We recommend specific investment, insurance and banking services to help you pursue your goals.
  • Integrated. We clearly define and carefully balance relationships between each part of the plan.
  • Complementary. Our Advisors are expertly trained to understand your unique military and federal benefits and complement them with your financial plan.

Your financial plan will be your guide as you pursue your goals: Meeting your daily and monthly expenses. Funding a child’s education. Building resources for the future. Providing for your loved ones’ financial security.

A First Command Financial Advisor will get you started on a plan. Through a thoughtful process and a trusted relationship, we will consistently focus on what’s important to YOU.


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