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First Command Financial Services, Inc.
First Command Financial Services, Inc. is the parent company of First Command Financial Planning, Inc. (Member SIPC, FINRA). Financial planning services and investment products, including securities products are offered by First Command Financial Planning, Inc. Insurance products and services are offered by First Command Financial Services, Inc. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. First Command Financial Services, Inc., parent of First Command Financial Planning Website: http:// |
Two Carlisle natives have joined forces in the local office of First Command Financial Services, Inc., where they are helping area families in their efforts to build wealth, reduce debt and pursue their lifetime financial goals and dreams. Managing the Carlisle office is Tony Smith, CFP®, a First Command registered principal and district advisor who joined the company in 1999. He is a 1987 graduate of Carlisle High School. Tony joins Jim DeGaetano, CFP®, CPA, who is also a graduate of Carlisle High School. Both men serve the financial planning needs of the Carlisle community, focusing on consumer behavior as the first and most powerful determinant of results. They provide personalized financial plans that emphasize accumulating wealth while reducing risk. First Command Financial Advisors like Tony and Jim have established lasting relationships with hundreds of thousands of client families since 1958.
