Why Use This Tool?

As a Registered Investment Adviser firm, First Command Financial Planning, Inc., develops and delivers comprehensive financial services to assist American families in their efforts to build wealth, reduce debt and pursue their lifetime financial goals and dreams.

Through a combination of independent advice and personalized financial plans encouraging consistent investing, carefully selected insurance and adequate savings, First Command has a rich history of establishing lasting relationships with hundreds of thousands of client families since 1958.

I have been offering financial advice to deserving American families since 2002.

My team and I work one-to-one with our clients to understand what is important and unique to them, their businesses and their families. We understand that taking time to identify what's important to you is the first step in developing a meaningful financial plan. We understand that  your motivation and commitment are greatest when your goals and plans are aligned with your core values; what matters most to you. This information provides the foundation for a development of a comprehensive step-by-step strategic plan to help you pursue your goals. My role is to facilitate the development of a comprehensive and integrated Financial Plan, which includes risk management, cash management, and wealth accumulation and management based upon your values, goals and what's important to you. As your First Command Financial Planning advisor, I'll work with you to take action on your personal and business financial strategy. I plan to meet with you regularly to monitor and review your plan and identify adjustments that may be necessary as your goals evolve.

I will provide a complimentary initial consultation to prospective clients so that we can determine if your needs and my practice are well matched. The initial consultation provides an overview of financial concepts. You will not receive analysis and/or recommendations at that meeting.