Resources

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Tax

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Lifestyle

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Money

Managing your money involves more than simply making and following a budget.

Insurance

 

Meet the Investment Services Team

VIEW PROFILE
Todd Jones
Sr. LPL Financial Consultant
VIEW PROFILE
Cindy Widener
LPL Registered Assistant
VIEW PROFILE
Cindy Widener
LPL Registered Assistant
INVESTMENT SERVICES DISCLAIMER

Check the background of your financial professional on FINRA's BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered by LPL Financial, a registered investment advisor, member FINRA /SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Mountain Commerce Bank and MCB Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee, South Carolina, Pennsylvania and Virginia.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not a Bank Deposit

Not Insured by any Federal Government Agency

© 2017 Mountain Commerce Bank
Equal Opportunity Employer
Member FDIC.
Equal Housing Lender
NMLS# 417746

Hometown Service ₪ Smart Technology