Your Retirement Team
The advisors at CPR Wealth Advisors (CPR) are proud to offer retirement planning and investment services to Citizens State Bank customers.
Located in Hudson, WI, “Your Retirement Team” is comprised of a team of financial advisors specializing in comprehensive planning for retirement. The CPR Wealth Advisors team provides an array of financial services to work towards meeting the unique needs and objectives of each client.
Services available through CPR Wealth Advisors include:
· Retirement Planning
· Estate Planning
· Portfolio Management
· Tax Advantaged Investments
· Tax Planning Strategies
· Tax-Deferred Investments
· Annuities
· Mutual Funds
· Life Insurance
· Long-Term Care Insurance
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. Citizens State Bank (CSB) and CPR Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CPR Wealth Advisors, and may also be employees of Citizens State Bank (CSB). These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens State Bank (CSB) or CPR Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed Not Bank Deposits
- Obligations May Lose Value
The financial professionals associated with LPL Financial 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.
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Investing for the future is investing for yourself. It is never too early to start!