First Command Financial Services

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About First Command

First Command's history of serving the financial planning needs of American families begins in the early 1950s, when United States Air Force Lt. Col. Carroll Payne had the occasion to work closely with the families of several crew members killed in an aircraft accident. Saddened by the survivors' financial difficulties and recognizing that without intervention, military families would struggle and often fail to realize their financial goals and dreams, Lt. Col. Payne began laying the groundwork for the company he would organize in 1958 and which would grow to become First Command.

Today, First Command provides not only financial solutions for military professionals and their families, but extends its more than 50 years of experience to the delivery of financial solutions for civilian federal employees and life-stage financial solutions for individuals and families from all walks of life.

Among financial services firms, we are uniquely committed to middle-income Americans earning $50,000 and upwards annually. These hard-working individuals and families, representing nearly half of all Americans and greatly needing competent financial planning, are often overlooked and under-served by other firms.

The Financial Planning Association® (FPA®) recognizes First Command Financial Services as an FPA Alliance firm for its commitment to professionalism in financial planning.

Facts at a Glance

. Organized 1958
. An employee-owned company
. Headquartered in Fort Worth, Texas
. Offices nationwide, in Europe and the Pacific
. More than 284,000 client families*
. $16.4 billion in managed accounts and brokered mutual funds*
. $51.2 billion in-force life insurance policies*
. $623 million in banking assets*

*As of December 31, 2010

First Command Financial Services, Inc. parent of First Command Financial Planning, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities and brokerage services are offered by First Command Financial Planning, Inc., a broker-dealer. Financial planning and investment advisory services are offered by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are offered by First Command Insurance Services, Inc. in all states except Montana, where as required by law, insurance products and services are offered by First Command Financial Services, Inc. (a separate Montana domestic corporation). Banking products and services are offered by First Command Bank. Securities products are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with or endorsed by the U.S. government or U.S. armed forces.