Securities offered through LPL Financial LLC, a FINRA/SIPC member broker/dealer. Advisory services offered through CSI Group Advisors, LLC, a registered investment advisor. LPL Financial LLC and CSI Group Advisors, LLC are unaffiliated separate legal entities. Contents are for information purposes and do not constitute an offer to buy or sell securities nor is it investment advice. All investments involve the risk of loss including the entire principal amount invested. Past performance is not indicative of future results. Prior to investing, please consult with a qualified professional who is familiar with your financial objectives, risk tolerance, and investment time horizon. CSI Group Advisors, LLC does not provide tax or legal advice, such services are provided through separate affiliated entities under common control. An engagement with CSI Group Advisors, LLC does not establish a privileged attorney-client relationship. Form CRS.

CSI Retirement Services LLC is a licensed insurance agency offering insurance and annuity products; guarantees are subject to the claims-paying ability of the issuing insurer. Annuities are not FDIC/NCUA insured, are not bank guaranteed, are not a deposit, are not insured by any federal government agency, and may lose value. 

CSI Group Law Firm, P.C. is a separate legal entity providing legal services only in jurisdictions where its attorneys are properly licensed. No attorney-client relationship exists unless a written retainer agreement is executed. If you are a client of an affiliated CSI entity, you are not a client of CSI Group Law Firm, P.C. unless you have signed a retainer agreement. Legal information is stored separately and is not shared with other CSI entities. 

Each of the aforementioned entities utilizes the trade name “CSI Group” in its marketing; however, each entity is legally and operationally separate, maintains separate books and records, and requires a separate engagement agreement. Engaging one CSI entity does not require or imply engagement of any other CSI entity. The use of the term “member” in marketing materials is descriptive only and does not create any obligation to engage additional services, nor make you part of any program or collective club or organization. You are free to use any professional or service provider of your choosing. “CSI” is a trade name and stands for Confidence, Service, Integrity.