PERSONAL & FINANCIAL GOALS
Customized, Objective Financial Advice
Maximizing the wealth you’ve accumulated for your family can be a challenge, but you don’t have to face it alone. An experienced and knowledgeable financial planner can help you define and prioritize your goals, create and implement a plan to achieve them, and update your plan quickly when the unexpected occurs. In coordination with your Commerce Trust advisor, a financial planner will deliver objective advice and customized solutions to meet your needs.
Our financial planning team can help you answer questions such as: What can I do to protect my family’s financial future? When can I retire? How can I optimize my income during retirement? How can I create a financial legacy for my family and important charitable causes? How much investment risk will I need to assume to meet my goals? What are my primary investment risks? How can I minimize income taxes? How does Social Security factor into my retirement planning? Will I outlive my savings? What is the probability of achieving my goals according to plan?
A COMMERCE TRUST ADVISOR CAN ASSIST YOU AND YOUR FAMILY WITH: Executive benefits Family business issues Life events such as
retirement, marriage, divorce, birth of a child or loss of a loved one
Contact a Commerce Trust Company advisor today. 1-855-295-7821 | commercetrustcompany.com
Wealth | Investments | Planning Commerce Trust Company
Commerce Trust Company is a division of Commerce Bank. CTC0717-PC1533
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
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