Investments

Donna Adams
262-740-7753
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Investments & Insurance

When it comes to strengthening your investment portfolio, preparing for retirement, protecting your assets or just getting your finances in order, our Investment Center can guide you in charting a course for financial success. We offer a broad array of investment and insurance services, including:

  • 401k Rollovers
  • Brokerage Services Available
  • IRAs: Roth and Traditional
  • Mutual Funds
  • Tax-Deferred Annuities (Fixed & Variable)
  • Investments and Retirement Plans

Identifying Your Needs

The focus of our Investment Center is helping you get the information you need and the personal attention you deserve. We will help you understand the opportunities available to you. The scope and depth of our needs-based approach is coupled with a quality level of customer service.

Get Acquainted

We will help you identify and prioritize your goals, then, explain alternative investment choices and discuss the levels of risk involved. Finally, we will help you select a strategy that is appropriate for you.

Informed Investment Choices

Business Products

  • Health Insurance
  • 401k Development
  • Pension Plans
  • Deferred Comp Plans
  • Buy Sell Agreements
  • Key Employee Insurance

Individual Insurance

  • Life Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Asset Care

Investment Services

Sound investment guidance today will help you move toward your future financial goals:

  • Portfolio Review
  • Retirement Preparation
  • Tax Reduction Strategy
  • Asset Allocation
  • Education Funding
  • Company Retirement Plans

Mutual Funds

Diversification is available through portfolios of mutual funds having specific objectives:

  • Growth Funds
  • Balanced Funds
  • Global – International Funds
  • Income Funds
  • Tax-Free Funds
  • Government Funds
  • Money Market Funds

Annuities

Providing tax-deferred growth:

  • Immediate Annuities
  • Fixed Annuities
  • Equity-Indexed Annuities
  • Variable Annuities

Investment Links

Disclosure

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC. 2560 Foxfield Rd., Suite 250, St. Charles, IL 60174, Insurance Representative of American United Life Insurance Company ®(AUL) and other insurance companies. Community Financial Partners is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer.  Neither AUL or OneAmerica nor their representatives provide tax or legal advice.  For answers to specific questions and before making any decisions please consult a qualified attorney or tax advisor. Investment products are not a deposit; not FDIC insured; not insured by any Federal Government Agency; may lose value; and are not obligations of or guaranteed by the bank

By use of this site and its links, users agree that all information is provided “AS IS” and the inclusion of a link to a site does not, in any way, represent or imply an approval of, or a determination of the quality of that product or service, by Community Bank CBD. The links provided herein are maintained by their respective organizations, and they are solely responsible for their content. Users agree to hold Community Bank CBD harmless for any and all damages arising out of use of this service and its links.

Investments on Community Bank CBD offered through non-bank affiliates are:

  1. NOT FDIC INSURED
  2. NO BANK GUARANTEE
  3. MAY LOSE VALUE