Planning for long-term financial goals, such as retirement, requires clearly defining your objectives and selecting appropriate investments. Your initial conversations with your advisor will begin the process. Going forward, your advisor will be available to answer questions, offer personal investment advice, and make recommendations in step with global market conditions. To put it simply,we are here to help you understand the complexities of the retirement planning and investing processes so you can make informed decisions to meet your goals.
When you choose to work with The Commerce Company, you will receive investment advice based on your needs, risk tolerance and investment objectives.
To request investment advice on your account, please complete the Risk Profile Questionnaire and either email it to firstname.lastname@example.org or fax it to us at 503-203-8590. You will receive a response within 48 business hours from sender Advice from The Commerce Company. If you don't see our response within this timeframe, please check your SPAM filter.
Published on a quarterly basis, Commerce Concepts provides market updates, investment education and asset allocation models for individuals and retirement plan participants. The newsletter's purpose: to keep you informed on timely issues that may affect your financial goals and objectives.
Below you will find some examples of the useful forms and tools we offer to assist you in managing your retirement plan. For more information, contact your Commerce Company representative.
For information on any of the topics below, please contact us and send us your question. We will provide you with an answer within 48 business hours.
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