Helping You Plan
for
the Future
You Envision
the Future You Envision
Whether you are in retirement or still planning for it, a Commerce advisor can help you create and manage a plan that considers rising healthcare expenses, Social Security, saving for multiple goals, and much more.
Education Savings
Public or private? In-state or out-of-state? These are questions that many families who are saving for college need to answer to help them set their savings goal. An advisor at Commerce can help you weigh your options and align your education savings plan with your values.
Wealth Transfer
Nearly everyone owns something of value, and therefore nearly everyone needs a plan for their estate. Your priorities may include ensuring your loved ones receive your valuables according to your wishes, leaving a financial legacy, or transferring wealth tax-efficiently. An advisor at Commerce can help you explore your wealth transfer goals and develop a plan to support you.
Life Events
Even the most well-considered plans can get off track when life happens. Some life events are planned while others occur unexpectedly. An advisor at Commerce can help you prepare for or adjust to any of them.
1 Insurance products sold through Commerce Insurance Services, Inc., a wholly owned subsidiary of Commerce Bank.
Disclosures:
Commerce Financial Advisors
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck link opens in a new window
LPL Financial Form CRS link opens in a new window
Commerce Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html link opens in a new window for more information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Commerce Financial Advisors is a division of Commerce Bank. Commerce Bank and Commerce Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Commerce Financial Advisors, and may also be employees of Commerce Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commerce Bank or Commerce Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
|
Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
