Let’s Talk About Retirement
Get honest advice from a local, experienced advisor who truly cares about your success.
When should you start saving?
Schedule a free conversation with an experienced Advisor to get some answers and develop a plan on how to achieve your goals. Schedule a time to chat with Mike to:
- Receive an in-person meeting with a local, experienced financial planner
- Review your goals, your current financial situation and where you stand
- Assess your tolerance for risk to ensure your investments and strategies are in line
- Get a retirement planning strategy to get you where you want to be
Fill out the form to schedule your free conversation now.
No Bank Guarantee | Not a Deposit | Not FDIC Insured | Not Insured by any federal government agency | May Lose Value
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name CSB Investment Services are in no way affiliated with or offered by Chelsea State Bank, nor is Chelsea State Bank a registered broker/dealer. Customers working with CSB Investment Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested. Check the background of this investment professional on FINRA’s BrokerCheck.