Investing for Your Future

When it comes to your investments and insurance, we believe that taking a long-term, common-sense approach is the smart approach. We connect you with an advisor who helps you understand your options and select the right products and strategies for improving your financial future.

Financial Planning

Your independent advisor will help you to develop a financial plan that reflects your immediate and long-term objectives. As you develop your plan, you might discuss

  • Retirement income planning
  • General financial planning
  • Mutual funds
  • Fixed and variable annuities
  • Rollovers
  • Roth and Traditional IRAs
  • Life insurance
  • Employer-sponsored retirement plans
  • Asset allocation

Retirement Planning

As you plan for retirement, it’s important to evaluate your expected income sources in retirement and the estimated amount of money you’ll need to maintain your standard of living. Your advisor will walk through this process with you. By developing an investment plan together with your advisor, it’ll ensure you understand the plan and increase the likelihood that you’ll reach your goals.

Knowing Where to Start

It can be difficult to know how to get started with investments, financial planning and retirement planning. We want to make it as easy as possible, which is why we connect you with an advisor who offers complimentary, no-obligation consultations to discuss your situation.

To get started, contact:

Darren Klump
Registered Representative/Investment Advisor Representative
(414) 328-2692
7801 S. Howell Ave., #101
Oak Creek, WI 53154
dklump@cfsbd.com

Check the background of this investment professional on FINRA’s BrokerCheck.

*Capital Financial Services, Inc., is an independent Broker/Dealer and Registered Investment Advisor and is not a bank or other savings institution or an affiliate of any bank or savings institution. Investments through Capital Financial Services are not deposits or other obligations of, or guaranteed by Guardian Credit Union or Capital Financial Services, are not insured by the FDIC, NCUA or other applicable deposit insurance and involve risks, including possible loss of principal invested. Securities and investment advice offered through Capital Financial Services, Inc. Broker/Dealer Investment Advisor Member FINRA/SIPC. Address: 7801 S. Howell Ave. #101 Oak Creek, WI 53154 | Phone: (414) 328-2692. Guardian Credit Union and Capital Financial Services, Inc. are unrelated entities.

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