First Command Financial Planning

Specialties

Investments & Life Insurance

History

Established in 1958.

The seeds of First Command’s commitment to serving the financial planning needs of American military families were planted in the early 1950s, when Air Force Lt. Col. Carroll Payne had the occasion to work closely with the families of several crew members killed in a training flight. Saddened by the survivors’ financial difficulties, Lt. Col. Payne began thinking about how he might be able to help other military families avoid the same fate. In 1958, he began laying the groundwork for the company that would become First Command.

First Command’s mission — coaching those who serve in their pursuit of financial security — hasn’t really changed in the ensuing years. Our focus continues to be on building trusting Client-​Advisor relationships by meeting face-​to-​face with servicemembers, federal employees and their families to learn what’s important to them, helping them establish meaningful and specific goals that reflect their values, and then constructing comprehensive financial plans for

Meet the Manager

Raymond R.

Manager

Raymond Rogers joined First Command Financial Services as a Financial Advisor in May 2009, following a 25-​year career in the United States Navy. There, he served as a naval flight officer on the E-​6B aircraft, supporting strategic communications. He attained the rank of commander.

A graduate of Savannah State University with a Bachelor of Science degree and Central Michigan University with a Master of Science in Administration degree, Raymond holds Series 6, 63 and 65 securities licenses plus state life and health insurance licenses.

Understanding that the single most powerful contributor to financial well-​being is behavior, Raymond works closely with his clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one’s financial and personal circumstances, Raymond is