|First Command Financial Services
|5823 Allentown Rd
Advisors In This Office
|Offering Advice Since
|Karen Foley CFP
About Our Practice
As a Registered Investment Advisor firm, First Command 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.
Investments and advisory services offered through First Command Financial Planning, Inc., member FINRA, SIPC.
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Budgeting and cash management
Charges to Clients for Services
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
Association with the Office or Firm
Broker / Dealer Affiliation