Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

 

What is Financial Security Planning?

Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.

As a Financial Security Advisor, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

  • Prepare for a secure, comfortable retirement or minimize your current taxes
  • Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
  • Provide for your loved ones or heirs in the event of death, disability or critical illness
  • Protect your business and your employees through affordable benefits
Address
119 N Main St , Fayette, MO 65248
Email
kyle.elliott@lpl.com
Website
commercialtrustfs.com
Phone
660-248-2222

Services

No single investment strategy or financial plan works for everyone.  My goal is to deliver highly individualized service that effectively addresses the complexity of your financial situation. Commercial Trust Financial Services will analyze where you are financially, where you want to go, and what matters to you the most. I can then help develop a strategic plan for your vision of the years ahead.  My level of service helps ensure that your questions are answered and that you have a thorough understanding of our recommendations. Contact me today to discover the value of experience, unbiased advice and personal service.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured Commercial Trust Company deposits and are not FDIC insured.  These products are not obligations of the Commercial Trust Company and are not endorsed, recommended or guaranteed by Commercial Trust Company or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.Commercial Trust Company and Commercial Trust Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representatives of Commercial Trust Financial Services may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, MO, OK

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