Financial Planning Services
What does it mean to INVEST?
To commit (money) in order to earn a financial return.
At Chippewa Valley Financial Services, we believe that the perfect time to invest is now. With staff licensed in Series 7, Series 66, life and health, we will work with you and your budget to find the investment vehicles that will best fit your needs at a risk level that is comfortable for you to secure a fruitful financial future. We will assist you with decisions regarding life insurance, how much you will need and if a term plan or universal plan is what is best for you. If you have an IRA that you would like to rollover or you inherited some money and want to discuss options on investing, or if you simply want to open an account and start investing on your own, we are your team. We are highly educated on mutual funds, annuities, ETFs, and individual stocks and bonds. Together we will put together a portfolio that will best fit your profile risk and your budget. We will also assist businesses with the setup of retirement plans including SEPs, Simple IRA plans and 401k plans.
WE PLAN & EDUCATE:
- Retirement
- 401K Rollover Options
- Investment Portfolios
- Market Highlights
- Economic News
Our teams at Chippewa Valley Financial Services strive to make the most out of our clients’ investments. Whether your risk level is high or low, we consider your whole financial portfolio and devise a plan that will best fit your needs.