We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We work in cooperation with our client’s tax consultant’s and estate attorney’s to develop specific strategies for our client’s benefit.
We can help you address:
Taxable investment strategies
Retirement investment and distribution strategies
Estate conservation and charitable gifting strategies
Insurance and risk management strategies
We also can answer your financial planning questions, including:
Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experience has helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Meet the Team
VIEW PROFILETodd JonesSr. LPL Financial ConsultantVIEW PROFILECindy WidenerLPL Registered AssistantVIEW PROFILECindy WidenerLPL Registered Assistant
Download the MCB Investment Services Brochure
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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, Mississippi, Pennsylvania, South Carolina and Virginia.
Not FDIC Insured
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured by any Federal Government Agency