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First Command Financial Services - John W. Exner
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First Command Financial Services - John W. Exner
Alexandria, VA
Contact Information
About My Practice
As a Registered Investment Adviser firm, First Command assists American families in their efforts to reduce debt, build wealth, and pursue their financial goals and lifetime dreams. My financial planning team employs a Values-Based Financial Planning® methodology in developing plans that reflect our clients' values, address their priorities, and support their financial goals. Using a seven-step process, we benchmarks our clients' current financial reality and develop a comprehensive, step-by-step action plan toward financial independence. Investments and advisory services offered through First Command Financial Planning, Inc., member FINRA, SIPC. A financial plan, by itself, cannot assure that retirement or other goals will be met.
Offering Advice Since
2004
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life & Health
Security Licenses: 6, 63, 65
Investment Advisor Registration: Registered Investment Advisor Representative
Education: Bachelor of Science, Magna Cum Laude
Associations & Affiliations: Financial Planning Association (FPA), Financial Services Institute (FSI)
Charges to Clients for Services
- No fee for an initial consultation and/or completion of complimentary Financial Freedom Report for CSRS and/or FERS
- Fee (initial, hourly, and/or retainer)
- Fee based on percentage of assets managed
- Commissions on insurance products purchased
- Trail fees on mutual funds or insurance policies
- Commissions and/or loads for investment products purchased
My Association with the Office or Firm
Independent Contractor
My Broker / Dealer Affiliation
Registered Representative
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