Financial Planning
Six Pillars Financial Advisors, a subsidiary of First Commerce, is a comprehensive financial planning firm committed to helping credit union members set and pursue their financial goals. Six Pillars’ experienced advisors are dedicated to understanding your needs and making a difference for you and your community.
Comprehensive Financial Planning
Access to valuable services.
Financial Planning
Investment Advisory Services
Portfolio Management and Asset Allocation
Retirement Planning
401(k) and 403(b) Transition Assistance
Succession Planning
Risk Management
Employee Benefit Plans
Life Insurance and Long-Term Care Planning
Estates, Trusts, and Tax Management Strategies
Six Pillars Process
- What are your financial goals?
- What is your time horizon?
- What is your tolerance for risk?
- Do you have any specific tax considerations?
- Investment portfolio recommendations
- Customized asset allocation strategies
- Wealth management services
- Diversification
- Debt reduction strategies
- Cash flow efficiency
- Protecting the balance sheet
- Account openings
- Product purchases
- Funding
- Quarterly performance reports
- Ongoing due diligence of investment managers
- Periodic reviews
- Investment newsletters
- Portfolio rebalancing
- Analysis of progress toward goals
Member Testimonial
“I’m writing to indicate how pleased and grateful I am with the services provided. I would highly recommend anyone, including friends and family, to bank at First Commerce for all of their banking needs.”
Getting Started Is Easy
To learn more or to schedule a free consultation, visit the Six Pillars Financial Advisors website or call 850.488.0035, ext. 2107.
Your Financial Partner for Life
Established in 1940, First Commerce is a full-service, not-for-profit credit union with locations across North Florida and South Georgia. We are a member-owned cooperative and committed to the communities we serve. Our purpose is to empower people to enhance their financial well-being by helping them achieve their financial goals – whether it’s simplifying their day-to-day finances, buying their first car or home, or building a great retirement. When you bank with First Commerce, you get a truly personal experience backed by 80 years of financial expertise.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial. First Commerce Credit Union and Six Pillars Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Six Pillars Financial Advisors, and may also be employees of First Commerce Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Commerce Credit Union or Six Pillars Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
APR = Annual Percentage Rate; APY = Annual Percentage Yield
Six Pillars Financial Advisors products and services are not federally insured; are not obligations of or guaranteed by First Commerce Credit Union; involve investment risk; and may be offered by a dual employee who accepts deposits on behalf of First Commerce Credit Union and also sells non-deposit investment products on behalf of Six Pillars Financial Advisors.
