OneAmerica Names Financial Advisor Chris Ward Top Producer for 2017
Long Term Care is Part of Holistic Approach to Financial Planning
Rolfes knows very well the importance of long-term care solutions and the security it offers families. Speaking to this accomplishment, Rolfes said, “There are several signs in today’s environment that point to the importance of having a holistic plan in place. For instance, 10,000 people are turning 69 every day, signaling the rapid pace at which Americans are aging and at an increased risk for health-related expenses. Chris is a naturally talented professional who understands the importance of long-term care solutions and has been very successful in helping his clients prepare a comprehensive financial plan.”
Ward suggests long-term care solutions as part of holistic financial planning for his clients when he identifies a future need. “One of the biggest risks our clients face is the protection of their assets from unexpected, irreversible and catastrophic health-related events,” said Ward, senior vice president and financial advisor. “By creating a plan to address these potential scenarios before they occur, we help provide our clients with peace of mind both financially and emotionally.”
Ward’s holistic approach to planning is embraced by Commerce Brokerage. “We view long-term care as one part of the robust, comprehensive wealth management planning we provide to clients,” said Jeff Burgess, president, Commerce Brokerage Services, Inc. “We evaluate the needs of each of our clients and provide a customized, holistic plan based on their financial goals. We’re proud of Chris for this accomplishment as it underscores the importance of long term care and the value we bring to our clients every day.”
Commerce Brokerage Services, Inc. is a wholly owned subsidiary of Commerce Bank that offers comprehensive wealth management services.
About Commerce Brokerage Services
Commerce Brokerage Services, Inc., Member FINRA and SIPC, is a wholly owned subsidiary of Commerce Bank, a $24.8 billion regional bank holding company, as of December 31, 2017. Since 1985, Commerce Brokerage has offered investing services throughout the Commerce Bank branch network. Commerce Brokerage provides comprehensive wealth management services including: professional money management, investing, insurance, and income planning through financial advisors conveniently located in the communities we serve.
Visit us online at commercebank.com/brokerage to learn more.