PC-SS Financial Planning PC1533-Print

PERSONAL & FINANCIAL GOALS

FINANCIAL PLANNING

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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