Our Services
Managing the multi-faceted aspects of wealth is a complex process. We are committed to serving our clients' financial goals and coordinating client solutions based upon four areas: exceptional service, trust, knowledge and expertise.
Comprehensive Financial Planning
- Pre and post retirement planning
- Income tax and cash flow analysis
- Estate planning review, wealth transition
- Life insurance analysis, survivorship needs
- Education funding 529 plans
- Lifestyle goals analysis
Portfolio Management
- Risk profile determination
- Formalized investment and spending policy
- Customized asset allocation
- Performance monitoring and client reviews
Retirement Plan Services
- Required minimum distribution analysis
- 401k, pension and profit sharing plans
- Self-directed IRAs, Roth and Roth conversion analysis
Services for Business
- Buy/sell agreement analysis, business succession planning
- Key-person life insurance
- Retirement plans
Comprehensive Cash Management*
- Money market funds with check writing
- Debit cards
- Automatic bill pay
- Direct deposit
- Online access
*Through Fidelity Invesments.
Commerce Advisors does not provide legal or tax advice.
