Plymouth, WI Office

CSP Financial Group provides discretionary asset management, financial planning and consulting, and retirement-plan services to individuals, high‑net‑worth clients, and business entities. The firm also serves as a co‑advisor by referring clients to Matson Money and offers donor‑advised account support and portfolio analysis services.

The firm’s investment process emphasizes portfolio construction and monitoring consistent with Modern Portfolio Theory, asset allocation, and ongoing rebalancing; it may use third‑party managers (notably Matson Money) to implement model allocations and conducts an annual review cycle. CSP also manages held‑away workplace accounts (401(k), TSP, HSAs) using tools to implement tax‑efficient asset location and opportunistic rebalancing on behalf of clients.

Several aspects of the firm are noteworthy: the managing member maintains an independent insurance practice that consumes roughly half his time and the firm discloses that advisors receive insurance commissions, a potential conflict addressed through disclosures and fiduciary obligations. CSP also conducts public educational seminars and workshops on a complimentary basis and has an identified referral arrangement with an unaffiliated estate‑planning provider—external business activities and referral fees the firm discloses and manages alongside its advisory services.