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Financial Advice for your Future
Publisher |
Amanda Huffman
Media Type |
audio
Publication Date |
May 28, 2020
Episode Duration |
00:21:11

Mark Steffe is President and Chief Executive Officer of First Command. In this position, Mark leads the company on the continuous improvement of the First Command client experience, focusing on military engagement and the continuing adaption to a rapidly evolving digital world. Mark holds Series 7, 8, 23, 63 and 65 securities registrations, plus life and health insurance licenses.

What Can Financial Changes Can You Do Right Now?

With most people sheltering at home and working remotely, now is a great time to update your budget with your spouse. 

With a reduction in gas expenses, dining out and entertainment from your budget, consider moving that money to savings or into the TSP.

Make a plan for your CARES act check that includes saving, paying down debt or investing. 

Consider moving your emergency fund into a high interest savings account that will grow and at least keep up with inflation. 

Make sure that you and your spouse know where your financial documents are, along with the passwords to the accounts. 

Now is a great time to teach your children about saving. Talk to them about how they should set aside a portion of the money they earn from jobs or even birthday gifts.

Why doesn’t First Command charge military families for financial planning? 

The average American thinks financial planning is as a high-end service just for the wealthy. But that’s not true at First Command. First Command is committed to serving the financial needs of our Nation’s active duty military families. They know the best way to get financially squared away is through having a financial plan. And lastly, it has been proven that the earlier in your career you start planning the better chance you have of getting on path to financial security. 

First Command wanted to help military families by removing the “barriers to entry” by making financial planning free for military families. But what will a financial plan get you? With a complimentary financial plan from First Command, you can get started now on reducing debt, protecting your family, building wealth, and pursuing your lifetime financial goals and dreams. All for free.  Go to www.firstcommand.com and click on the Find My Advisor button today!

Is First Command a great place for a career?

First Command is a great place for veterans and military spouses to pursue a long-term career as a financial coach. This is a career, not a job.

Why we hire military spouses:

  • We know that military spouses are driven to help their families financially---and this is one of the reasons they make such great financial coaches.

Why First Command is a terrific career choice:

  • Most of our offices are located near military installations. The skills you develop as a Financial Advisor in one First Command office are transferable to other offices.
  • When you PCS with your family, you are ready to use those same skills when you arrive at the new location.
  • First Command offers relocation incentives.
  • This is an opportunity for military spouses to improve the lives of other military families—by continuing to serve those who serve.
  • While serving others, our Advisor spouses are also pursuing financial security for their own families. This is a career in which you can do well by doing good.

Connect with First Command:

First CommandFacebookTwitterLinkedInInstagram

Resources:

Women of the Military Mentorship Program

Girl's Guide to Military Service available where books are sold. 

Signed copies of A Girl's Guide to Military Service

Girl's Guide to the Military Series

In this historic time, Mark Steffe, President and CEO of First Command, has some financial tips that active duty military and military spouses can keep in mind as we navigate the current financial challenges of the pandemic. Mark will discuss why now is a good time to revisit long-term financial goals and create a plan. He will also discuss why First Command is a great place for military spouses to pursue a long-term career as a financial coach.

Mark Steffe is President and Chief Executive Officer of First Command. In this position, Mark leads the company on the continuous improvement of the First Command client experience, focusing on military engagement and the continuing adaption to a rapidly evolving digital world. Mark holds Series 7, 8, 23, 63 and 65 securities registrations, plus life and health insurance licenses.

What Can Financial Changes Can You Do Right Now?

With most people sheltering at home and working remotely, now is a great time to update your budget with your spouse. 

With a reduction in gas expenses, dining out and entertainment from your budget, consider moving that money to savings or into the TSP.

Make a plan for your CARES act check that includes saving, paying down debt or investing. 

Consider moving your emergency fund into a high interest savings account that will grow and at least keep up with inflation. 

Make sure that you and your spouse know where your financial documents are, along with the passwords to the accounts. 

Now is a great time to teach your children about saving. Talk to them about how they should set aside a portion of the money they earn from jobs or even birthday gifts.

Why doesn’t First Command charge military families for financial planning? 

The average American thinks financial planning is as a high-end service just for the wealthy. But that’s not true at First Command. First Command is committed to serving the financial needs of our Nation’s active duty military families. They know the best way to get financially squared away is through having a financial plan. And lastly, it has been proven that the earlier in your career you start planning the better chance you have of getting on path to financial security. 

First Command wanted to help military families by removing the “barriers to entry” by making financial planning free for military families. But what will a financial plan get you? With a complimentary financial plan from First Command, you can get started now on reducing debt, protecting your family, building wealth, and pursuing your lifetime financial goals and dreams. All for free.  Go to www.firstcommand.com and click on the Find My Advisor button today!

Is First Command a great place for a career?

First Command is a great place for veterans and military spouses to pursue a long-term career as a financial coach. This is a career, not a job.

Why we hire military spouses:

  • We know that military spouses are driven to help their families financially---and this is one of the reasons they make such great financial coaches.

Why First Command is a terrific career choice:

  • Most of our offices are located near military installations. The skills you develop as a Financial Advisor in one First Command office are transferable to other offices.
  • When you PCS with your family, you are ready to use those same skills when you arrive at the new location.
  • First Command offers relocation incentives.
  • This is an opportunity for military spouses to improve the lives of other military families—by continuing to serve those who serve.
  • While serving others, our Advisor spouses are also pursuing financial security for their own families. This is a career in which you can do well by doing good.

Connect with First Command:

First CommandFacebookTwitterLinkedInInstagram

Resources:

Women of the Military Mentorship Program

Girl's Guide to Military Service available where books are sold. 

Signed copies of A Girl's Guide to Military Service

Girl's Guide to the Military Series

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