Let our professionals help make the most of your future.
Kalsee Retirement & Investment Services is offered through LPL Financial.
At Kalsee Retirement & Investment Services, 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 management and investment plans. A financial professional will work with you to create a personal financial blueprint to help you work towards your goals. Kalsee Retirement & Investment Services 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.
Stay in the know.
Complimentary Seminars
Our no-cost seminars will help you make informed, empowered decisions about your financial future. Held online, check back for frequent seminar offering updates.
Services
Financial Management
Gain the confidence 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 pursue your financial independence. Work to build your nest egg, 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 Distribution Planning2
- 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.
Saundra Ivy
LPL Financial Advisor
269-382-7898
Check the background of this investment professional on FINRA’s BrokerCheck.
1 Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kalsee Credit Union and Kalsee Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kalsee Retirement and Investment Services, and may also be employees of Kalsee Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kalsee Credit Union or Kalsee Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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.
Kalsee Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Kalsee Credit Union for these referrals. This creates an incentive for Kalsee Credit Union to make these referrals, resulting in a conflict of interest. Kalsee Credit Union is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
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How Do I...
Click to locate a fee-free ATM near you. Did you know you can use credit union CO-OP network ATMs and fee free?
To have your paycheck, pension, or Social Security checks safely and automatically deposited directly into your Kalsee account, use our online Pinwheel switch tool, 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 member number.