Through relationship-based, life-cycle
financial planning, we make a difference
in our clients’ and Advisors’ lives.
Relationship-based financial planning for a lifetime offers benefits to both financial planning clients and Financial Advisors.
For clients, a lasting relationship with a trusted Financial Advisor offers the assurance that the Advisor knows the client’s values and priorities and provides appropriate advice and planning to assist the client’s pursuit of relevant financial goals in all life stages and circumstances.
For Financial Advisors, serving more of a client’s needs for financial planning and services over a greater span of life enables the Advisor to build a profitable business and serve clients effectively.
Relationship-based, life-cycle financial planning is integral to our culture of service. We are not driven to chase wealth, but inspired to create abundance for others. As our clients succeed, First Command Financial Advisors reap the rewards of making a difference in their lives.