Financial Management Services

Taking the first step

If you have been thinking of working with a financial advisor but aren’t sure where to start or who to contact, we can help. It doesn't matter what has been holding you back – whatever the reason; we are ready to answer your questions and help you move forward.

Request a Consult

Individualized planning

• We are proud to have partnered with Ben Casselberry, our in-house Retirement Planning, Insurance and Savings Specialist. Ben is located in our Ripco Credit Union Eagle River branch, but he will happily meet with members in Rhinelander and Minocqua as well.
• Ben recognizes that priorities around money are different for everyone. He develops each client’s path individually,  making your wealth management plan personal and meaningful for today and tomorrow. Ben can also help you simply analyze interest rate options that are available in various fixed interest rate investments.
• Ben will work to:
  • Make saving and investing simple and understandable
  • Show you the possible benefits of an IRA or 401(k) rollover
  • Help you plan for retirement, investing, education, legacy, income and asset protection