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.
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.
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.
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.
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