Values are at the heart of all we do.
At First Command, values are the foundation of our financial planning process, which begins with a simple question — "What’s important to you?” The answers to that question, revealing a client’s values and identifying priorities, guide the setting of meaningful financial goals and the construction of a plan to pursue them.
Values are also the standards by which we conduct ourselves with clients and one another. As inheritors of a legacy of service above self-interest, we seek to lead courageously, act authentically, speak truthfully and perform effectively as we serve clients and one another.
These values are reflected in the very nature of our organization. As a Registered Investment Adviser firm and not a broker/dealer only, we commit ourselves to a fiduciary standard in our relationships with clients, assuming the obligation to always put their interests first in the advice and planning we provide.