RETIREMENT PLANNING
Let our professionals help make the most of your future
KALSEE works with CUNA Mutual Insurance Group and CUNA Brokerage Services to bring you easy access to investment and retirement products and services. Work with KALSEE Retirement and Investment Services Financial Advisors to take a holistic look at your long-term financial health, goals, and needs.
Appointment request form
To make an appointment for a no-cost, no-obligation consultation, call 269.382.7898 or fill out the form below
Appointment request form
To make an appointment for a no-cost, no-obligation consultation, call 269.382.7898 or fill out the form below
Services
Financial Management
Gain the security of knowing you have a plan. Kalsee’s Financial Advisors will help you identify your goals and needs and craft a savings and retirement plan to protect your financial security.
Work to build your net worth, manage your wealth, and create income from your assets.
Retirement Services
Whether you’re just getting started, nearing retirement, or already retired, we can help you with your retirement planning:
- Retirement Plan Rollovers**
- Individual Retirement Accounts (IRAs) – traditional, Roth, spousal, and rollovers
Education Planning & Funding
College tuition costs increase each year. Be prepared for the cost of your own education or your children’s by working with us to plan ahead.
- 529 Savings Plans
- Coverdell Education Savings Accounts
- Roth IRAs
Wealth Management
Let us help you make the most of your assets with a financial plan that provides you comprehensive analysis and planning for your goals, retirement, and estate transfer.
Retirement & Investments For Your Business
Need help with investments, employee retirement funds, or insurance for your business? We make available SEPs, simple IRAs, key person insurance, and disability and long term care insurance.
Advisor
Saundra Ivy
Check the background of this investment professional on FINRA’s BrokerCheck.
Congratulations to Gary Verdries on his recent retirement!
*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.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
FR-1860070.1-0717-0819