Complimentary Financial Planning for Active Duty U.S. Military Service Members, Veterans and their Immediate Families.

U.S. Military Service Members, Veterans, and their immediate family members can receive a $0 complimentary financial plan through a First Command Financial Advisor. This service is part of First Command's mission to “coach those who serve in their pursuit of financial security” and is available nationwide, with many offices near military installations.

The complimentary plan is a personalized financial plan created by a First Command Financial Advisor after you answer a few simple questions. There is no obligation and no cost for U.S. military and their immediate families.

First Command advisors have a deep understanding of military life, and many are veterans or military spouses, so they can integrate your benefits and unique circumstances into a comprehensive financial plan.

If you are currently serving or a Veteran, feel free to contact Financial Advisor Ulysses Chavez to see if you qualify to get your complimentary plan.