Retirement Planning 2017-05-03T09:52:31+00:00


KALSEE’s Retirement & Investment Services program is a financial advisory service designed to help you organize your financial affairs and plan for the future. Your initial consultation is at no cost or obligation.

Through the KALSEE Retirement & Investment Services program, you have access to financial advisory services, and a wide range of coverages, investments and transactions at one location. You will have convenient access to knowledgeable advisors, valuable information and investment and insurance vehicles – resources that can help you identify objectives and make sound financial decisions.

To make an appointment for a no-cost, no-obligation consultation, call 269.382.7898.

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Financial Advisors

Gary R. Verdries, CFP: Senior Financial Advisor

Saundra Ivy
Financial Advisor

Gary R. Verdries, CFP: Senior Financial Advisor

Gary R. Verdries, CFP
Financial Advisor

Are You on the Right Road to Retirement Planning?

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Financial Sense for Credit Union Members

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial PlannerTM, and CFP® in the U.S.