First Command - Columbia, SC

One of our own out at the Fort Jackson FMWR Summer Reading event this past Saturday 📚 Summer reading does its steady work, keeping young minds moving while routines loosen for the season. Even better when it’s paired with real support for military families, exactly how community should look.

A strong example of showing up for those who serve and making an impact. Happy to support!


First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefits programs referenced, by the U.S. government, or the U.S. Armed Forces.

May 29… the only time “529” isn’t a typo, it’s a financial strategy.

A 529 education savings account is a commonly used way to prepare for future education costs. It offers a tax-advantaged way to set money aside for qualified expenses, including college and other eligible programs depending on the plan. 529 plans are designed to support long-term education savings and may offer flexibility depending on the plan. Regular contributions may help build education savings over time, depending on investment performance. Whether you’re saving for kids, grandkids, or planning ahead, it can be a tool to help plan for education expenses.


[email protected]
(803) 336-7388
3321 Forest Drive, Suite 3
Columbia, South Carolina, 29204

Prior to investing in a 529 College Savings Plan, you should compare the Plan with any 529 college savings plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other benefits that are only available for investments in the home state’s plan. Please read the Plan’s Disclosure Document which includes investment objectives, risks, fees, charges and expenses, and other information. You should read the Plan Disclosure Document carefully before investing. For this and other information on any 529 College Savings Plan, contact First Command at (803) 336-7388 or your Financial Advisor. Please note that the availability of tax or other benefits may be conditioned on meeting certain requirements such as residency, purpose for or timing of distributions or other factors as applicable. As with any investment, it is possible to lose money by investing in a 529 College Savings Plan. Information provided is for general purposes only and is not intended to be a substitute for specific individualized tax or legal advice. Where specific advice is necessary or appropriate, please consult a qualified tax or legal advisor.

to last month’s DA Workshop in Fort Worth with Holly Heath, a good friend and trusted financial planning partner.

What really stood out in our conversations was the thoughtfulness behind true financial planning. It’s not about one-off decisions but aligning taxes, cash flow, investments, and long-term goals into one intentional strategy. When planning is proactive and connected, today’s choices can have a meaningful impact years down the road.

Always enjoy learning alongside professionals who approach planning with clarity, intention, and purpose.


[email protected]
(803) 336-7388
3321 Forest Drive, Suite 3
Columbia, South Carolina, 29204

First Command and its affiliates do not provide legal or tax advice. This material is for informational purposes only and should not be relied on for legal or tax advice. You should consult your own legal or tax advisors before engaging in any transaction.

The team in action at Fort Jackson FMWR Summer Kickoff!

Fort Jackson MWR delivered a great event this past Saturday, with the Weston Lake Summer Kick Off offering the perfect lakeside setting to meet new faces and reconnect with familiar ones. Between good conversations, beautiful views, and the Army band absolutely killing it, the setting made it easy to slow things down and connect.

Engaging beyond the office to help support financial direction and the goals clients are working toward.


[email protected]
(803) 790-7118
(803) 336-7388
3321 Forest Drive, Suite 3
Columbia, South Carolina, 29204

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefits programs referenced, by the U.S. government, or the U.S. Armed Forces.