Second Opinion Checklist PC1317-Digital

INVESTMENT STRATEGY

A SECOND OPINION AT COMMERCE TRUST INCLUDES:

■  A COMPLIMENTARY DISCOVERY MEETING TO HELP US UNDERSTAND YOUR FINANCIAL GOALS AND CONCERNS

■  A REVIEW OF YOUR CURRENT PLAN, IF YOU HAVE ONE

■  A RECOMMENDATION FOR A HOLISTIC APPROACH TO YOUR NEEDS THAT INCLUDES AN INVESTMENT AND ESTATE PLAN REVIEW, CONSIDERATIONS FOR YOUR BANKING NEEDS, AND A PROTECTION STRATEGY ■  AN OPPORTUNITY TO REVIEW OUR RECOMMENDATION AND DETERMINE IF WE ARE A GOOD FIT

Contact a Commerce Trust advisor today for an objective second opinion. 1-855-295-7821 | commercetrustcompany.com

Wealth | Investments | Planning Commerce Trust Company

Commerce Trust Company is a division of Commerce Bank.

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

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