Locations About Us Blog Resources Careers Contact Us Open an Account Login to Online Banking PERSONAL BUSINESS INVESTMENTS ONLINE BANKING Investments Investment Management PERSONALIZED ATTENTION FOR YOUR UNIQUE INVESTMENT NEEDS Investment decisions are highly personal. The right portfolio mix will be different for every individual, depending on your assets, goals, risk tolerance, and timeline. Wouldn’t it be great to have an investment representative who saw you as a person and not just a number? Along with established, extensive resources available through LPL Financial, we can help you focus on the following strategies: Wealth Accumulation & Management Financial Guidance Protecting Your Legacy Business Planning Customized Financial Strategies Life Insurance & Disability Insurance Long Term Care Coverage 401k and IRA Distribution Options Retirement Planning and Asset Preservation Investments College Planning Check the background of the LPL representative at Chilton Investment Services on FINRA's Broker Check. Create your Financial Future 1st Meeting: Discover What are your values and goals? How can we be your partner to achieve these goals? 2nd Meeting: Gather Confirm your financial facts with source documents. 3rd Meeting: Plan Review the plan and recommendations. 4th Meeting: Strategize Establish an implementation schedule for your goals. Quarterly Strategy Meetings Putting your plan into action based on what’s important to you! Quarter 1: January - March Performance Reports Recognizing Accomplishments Update Family Priorities Pending Life Events Frequency of Contact Expectations Income Sources/Cash Flow/Liquidity Debt/Loan Quarter 2: April - June Performance Reports Review Risk Tolerance Assess Education Savings Goal Lifeboat Drill: Ready for the unexpected Gifting Stock Concentration Assets held outside the firm Quarter 3: July - September Performance Reports Risk Assessment: Life, Long-Term Care, and Health Review/Update Savings Plans Retirement/Work strategies Estate Planning and Will Review* Beneficiary Review Business Succession Planning *Neither LPL Financial, nor its registered representatives offer tax advice. Always consult a qualified tax advisor as to how taxes may affect your particular situation. Quarter 4: October - December Performance Reports Tax Strategies Meeting with CPA/Attorney Reframe Services, Fees, Accounts Review Philosophy and Plan Review overall Goals Values and Services Let Us Help You With Your Investment Needs Contact Us today to see how we can help you with your unique investment needs. Susan Stecker Licensed Sale Assistant Chilton Investment Services 920.849.9371 susan.stecker@lpl.com Sue listens to your financial goals and puts you at the center to ensure the entire process is customer-driven. INVESTMENTS Trust Services Investment Management The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IA, IL, NY, WI. 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. State Bank of Chilton, Bankers' Bank, and Chilton Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Chilton Investment Services, and may also be employees of State Bank of Chilton and Bankers’ Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, State Bank of Chilton or Bankers’ Bank or Chilton Investment Services. 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 or Obligations May Lose Value Locations About Us Resources Contact Us Disclosures Privacy Policy Copyright © 2021 State Bank of Chilton