What to Bring to Your Financial Advisor Meeting
What to Bring
The more your Commerce Brokerage Financial Advisor knows about your financial picture, your needs and your goals, the better he or she can advise you.
So, you’ll get the most out of your meeting if you bring along your most current information and paperwork regarding your:
- Financial assets and securities holdings
- Investment and personal income
- Retirement assets
- Tax status
- Credit and mortgage obligations
Also give some thought to:
- Your short- and long-term financial goals
- How the ages, occupations and interests of you and your dependents affect
- When you may need to draw on your investments
- Your risk tolerance
As your situation changes through the years, it is important to keep your Financial Advisor informed of events that might impact your financial picture. He or she will then be able to work with you to monitor and adjust your financial strategy to meet your evolving needs.
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The information provided on this website is not meant as a recommendation or endorsement of any specific security or strategy. An individual’s situation can vary; therefore the information provided above should be relied upon only when coordinated with individual professional advice.
Mutual funds, annuities, and other investment products:
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Commerce Brokerage Services, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Commerce Bank. This site is not intended for use by, or to provide any information to, investors in any state where Commerce Brokerage Services, Inc. is not registered or in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.