One of the most important steps you can take in your pursuit of financial security is to make sure you have a comprehensive, written financial plan developed for you and with you. A plan that takes into account every aspect of your life. A plan that is unique to you, your goals, your financial responsibilities and workplace benefits.

To achieve this, your plan — and the planning — needs to be personal. As a First Command client, we will sit down with you, face-to-face, to determine the proper mix of savings, investments and insurance. Then, we will personally coach you to put your plan into action, and continue to make sure your plan keeps up with your life from the start of your career to retirement and beyond.

Unfortunately, a financial plan by itself offers no assurance that you will achieve your goals. That’s why our advisors take a different approach from so many others. They believe the delivery of your financial plan should be the beginning of a collaborative, face-to-face relationship – not the end. They understand the importance of regularly reviewing and updating your plan to make sure it keeps pace with your life. And, at the end of the day, they measure their success by what really matters – your success.