Let our professionals help make the most of your future.
Kalsee Retirement & Investment Services is offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
At Kalsee, we believe in building relationships and cultivating financial wellness, empowering you to focus on what matters. Your long-term and retirement goals are key to your financial well-being. Take advantage of Kalsee Retirement & Investment Services,1 a personal financial management program designed to offer a variety of protection and investment plans that complement the traditional savings programs offered by the credit union. A financial professional will work with you to create a personal financial blueprint to help you achieve your goals. Kalsee offers this complete, professional financial planning program to you at no charge or obligation.
To arrange a complimentary, no-obligation appointment with a financial professional, please call 269-382-7898. It’s never too late or too early to start.
Our no-cost seminars will help you make informed, empowered decisions about your financial future. Held online and in person, check back for frequent seminar offering updates.
Gain the security of knowing you have a plan. Financial professionals will help you identify your goals and needs and craft a savings and retirement plan to help protect your financial security. Work to build your net worth, manage your wealth, and create income from your assets.
Whether you’re just getting started, nearing retirement, or already retired, we can help you with your retirement planning:
- Retirement Plan Rollovers2
- 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
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.
Check the background of this investment professional on FINRA’s BrokerCheck.
More To Explore
1 KALSEE Retirement and Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.
2 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.
How Do I...
To have your paycheck, pension, or Social Security checks safely and automatically deposited directly into your Kalsee account, submit your account information to your employer (they may have a required form, or use ours). Or learn about direct deposit for Social Security.
You'll need to provide Kalsee's routing number (272481855) and your account number (your member number + 3-digit account suffix).
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