Investments are not insured by the FDIC or any Federal Government Agency and are not deposits or other obligations of, or guaranteed by, any bank or depository institution. Funds are subject to investment risks, including possible loss of principal investment. Chelsea State Bank is not a registered broker-dealer or Registered Investment Adviser. Chelsea State Bank and Commonwealth are unaffiliated entities. Fixed Insurance Products and services offered through Affinity Wealth Solutions.

 

This communication strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IL, MA, MD, MI, NJ, NV, OH, OK, OR, PA, SC, TN, TX, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regulating investment products and services.

Your Affinity Wealth Solutions Team

Schedule your complimentary consultation today!

We invite you to visit any of our three Chelsea State Bank locations, at no cost to you. Whether you have a 401(k) from a previous employer, want a second opinion on your current investments or you want to plan for retirement, Affinity Wealth Solutions can help.

Schedule your free consultation today!


business-banking-4The Importance of Investing

You’ve worked hard for what you have and deserve to have the future you want. Your financial future depends in large on decisions you make today. When you take the time to build a financial plan you are taking the first step in achieving your goals and we will be there with you every step of the way.


business-banking-1Why Invest?

Developing an investment plan requires you to quantify your goals and could greatly improve your chances of achieving the retirement you have dreamed of. It could help maximize the chances of meeting the objectives in your financial plan that best aligns with your financial goals.

Regardless of the state of your current financial picture, it’s always a good idea review your financial plan and understand how it relates to your financial goals.  It is important to be aware of the options you can take that can help your financial well-being.


business-banking-2Why Have a Financial Adviser?

Having the support and knowledge of a Financial Adviser may improve your chances of having a more secure future for you and your loved ones. We can help guide you through the steps you should be taking to best align your investment strategies with your financial goals. It may help you better understand your current investments or discover new opportunities and solutions that can better serve you in accomplishing your financial objectives.


Products and Services

Planning

  • Customize Investment Solutions
  • Retirement and Financial Planning
  • Legacy Planning

Investments

  • Fixed Income Solutions
    • Certificates of Deposit
    • Corporate Bonds
    • Municipal Bonds
    • Government
  • Mutual Funds
  • Stock, Exchange Traded Funds and Unit-Investment Trusts
  • Private Asset Management Solutions
  • Alternative Investments
  • Business Retirement Solutions (401(k), SIMPLE, SEP)
  • Annuities/Insurance
    • Fixed Annuities
    • Fixed Indexed Annuities
    • Variable Annuities

Protection

  • Life insurance, including Term Life, Universal Life, Variable Universal Life, Universal Life with Long-Term Care Benefits
  • Long-term care insurance