Fox Valley Savings Bank Investment Products

We live in a rapidly changing global marketplace. With the amount of technology and the myriad of financial products and services available, investors are seeking personalized attention and expertise. We address this need through an arrangement between Fox Valley Savings Bank and Capital Financial Services, Inc. Since 1980, Capital Financial has provided individual and corporate clients with quality investments and professional guidance to assist them in meeting their financial objectives. These services are available at all Fox Valley Savings Bank locations.

Accomplishing Your Goal..., is Our Goal
Jim Ziebarth, a series 7 licensed Registered Representative and Matt Bakalars, a series 6 licensed Registered Representative for Capital Financial, have the knowledge and expertise to assist clients in meeting their objectives, whether growth, income, tax savings or estate conservation is needed. Conservative, time-proven investments provide the foundation for a successful investment philosophy---saving clients' time, effort, and expense.

What Services are Available?
We take pride in being client focused and service oriented. We believe in building relationships for the long-term. Successful investing and financial planning do not begin or end with purchasing an investment. Depending on each client's needs, we are ready to:

Assist you in determining your financial goals
Review your current savings and investment programs
Analyze your present tax situation
Assist you in estate planning
Provide you with thorough, thoughtful investment planning
Provide you with guidance in the selection of quality investments
Implement your investment decisions
Periodically review your financial goals and investments

What does Capital Financial Provide?

Mutual Funds --Growth Funds --Income Funds --Money Market Funds --Tax Exempt Funds --International Funds

Brokerage Services** --Listed and OTC Stocks --Corporate Bonds --U.S. Government Bonds --Municipal Bonds --Asset Management Programs

Annuities --Variable Annuities --Equity Indexed Annuities --Fixed Annuities

Insurance --Variable Life Insurance --Term Life Insurance --Long Term Care Insurance --Life Insurance for Estate Planning

Retirement Plans --IRA/SEP/SIMPLE --401(k) --Pension/Profit Sharing --403(b) and 501(c)(3) --Personal Retirement Planning --Estate Planning Review

Call Jim Ziebarth at (920) 923-7776 or (800) 242-7880 or email him at Ziebarth@FVSBank.com.

In Oshkosh call Matt Bakalars at (920) 231-1163 or (800) 242-7880 or email him at Bakalars@FVSBank.com.

Make an appointment with Jim or Matt today to arrange for a free portfolio review or learn more about other free services available through Capital Financial. Capital Financial Services, Inc. is a member of FINRA & SIPC.

*Capital Financial Services, Inc., is an independent broker-dealer and is not a bank or savings institution or an affiliate of any bank or savings institution. Investments through Capital Financial, including mutual funds, are not deposits or other obligations of, or guaranteed by, any financial institution or Capital Financial, or not insured by the FDIC or other applicable deposit insurance and involve risks, including possible loss of principal invested.
Capital Financial Services, Inc., One North Main Street, Minot, ND 58703
Member FINRA / SIPC
www.FINRA.org
www.SIPC.org
**Brokerage accounts are cleared through RBC Dain Correspondent Services, a division of RBC Dain Rauscher Incorporated, Member NYSE/SIPC. Clients' assets are protected through RBC Dain Rauscher's membership in Securities Investor Protections Corporation (SIPC) which provides protection up to $500,000 (cash up to $100,000). RBC Dain Rauscher has purchased additional coverage of $150 million (cash up to $900,000 for total protection of up to $150.5 million (cash up to $1 million). This protection does not apply to any decline in market value of your securities.

This website does not constitute an offer of products or services outside the area where Capital Financial Services, Inc. is registered or exempt from registration.

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Comments or requests for information? Email us at info@FVSBank.com

Investment Center at Fox Valley Savings Bank