Change your life with a complimentary investment review.
When it comes to investments there is no one size fits all. At Affinity Wealth Solutions, Christopher G. DeRuyver, has over 31 years of experience partnering with clients to assist them in meeting their financial goals. The Director of Client Relations at Affinity Wealth Solutions, Kaylie Shepard, invites you to take advantage of the complimentary financial review offered. Affinity Wealth Solutions is dedicated to bringing clarity and accountability to our client’s investment life, while easing clients stress and anxiety about investing. We invite you to visit any of our three Chelsea State Bank locations for a complimentary investment review. Whether you have a 401(k) from a previous employer, want a second opinion on your current investments, or you want to plan for your retirement, Affinity Wealth Solutions can help.
Learn more about the Affinity team
Kaylie Shepard
Client Relations Director
Christopher G. DeRuyver, ChFC®
Financial Consultant
The Importance of Investing
You’ve worked hard for what you have and deserve to have the future you want. Your financial future depends in large on decisions you make today. When you take the time to build a financial plan you are taking the first step in achieving your goals and we will be there with you every step of the way.
When should you start saving?
Schedule an investment review with an experienced adviser to get some answers and develop a plan on how to achieve your goals.
- Work with Affinity Wealth Solutions and experience the value of truly independent financial guidance.
- You’ll find a partner who takes the time to understand what matters most to you and is dedicated to helping you pursue your vision of the future.
- The commitment we make to every one of our relationships is why our clients entrust us to guide their financial lives and recommend us to their families and friends to do the same.
- Receive an in-person meeting at one of our Chelsea State Bank locations.
Why invest?
Developing an investment plan requires you to quantify your goals and could greatly improve your chances of achieving the retirement you have dreamed of. It could help maximize the chances of meeting the objectives in your financial plan that best aligns with your financial goals.
Regardless of the state of your current financial picture, it’s always a good idea to review your financial plan and understand how it relates to your financial goals. It is important to be aware of the options you can take that can help your financial well-being.
Why have a Financial Adviser?
Having the support and knowledge of a Financial Adviser may improve your chances of having a more secure future for you and your loved ones. We can help guide you through the steps you should be taking to best align your investment strategies with your financial goals. It may help you better understand your current investments or discover new opportunities and solutions that can better serve you in accomplishing your financial objectives.
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Schedule your complimentary investment review today!
Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.
Chelsea State Bank is not a registered broker-dealer or Registered Investment Adviser. Chelsea State Bank and Commonwealth are unaffiliated entities.
Chelsea State Bank and Commonwealth are engaged in a referral arrangement where Bank refers potential clients to Commonwealth. Chelsea State Bank receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Advisor is also an employee of Chelsea State Bank, Chelsea State Bank receives a substantial percentage of such fees and commissions. These payments create a financial incentive for Chelsea State Bank to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. Chelsea State Bank is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local business are reviewed.
The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.