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

RETIREMENT PLANNING

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?

Just how confident are you that you’ll have enough money set aside for your retirement? Do you feel good about how you’re investing the dollars you’ve already saved? Find out where you are at with our Retirement Calculator today!

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*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.

FR-1477495.1-0416-0518