We can explain the ABCs of IRAs and 401(k)s.

Americans are living longer than ever. That makes retirement savings accounts more important than ever. But people in Michigan and elsewhere often put off the process because they're overwhelmed by the many savings options. The good news is an Arbor Financial representative can answer all your questions and help you make confident decisions about your financial future.

Arbor Financial's retirement planning starts with a free assessment of your situation:

  • Members will be guided through a needs analysis
  • Experts will outline income distribution strategies
  • Pension distribution options will be explained
  • Retirement planning discussions will help you compare savings and investment options:
  • Traditional IRA
  • Roth IRA
  • SEP and Simple IRAs
  • Self-Employed Plans
  • 401(k) Plans
  • 403(b) Plans
  • 401(k) Rollovers
  • Profit Sharing Plans
  • Social Security benefits
Arbor Financial Credit Union members can schedule free retirement planning meetings with Wealth Management specialist Cory DenUyl. While you're here, you might want to consider opening a checking account. You'll get free access to more than 37,000 ATMs throughout Michigan and across the nation, plus fee-free access to Mobile Banking, Web Bill Pay and much more. It's easy to open your account online or switch your account to become an Arbor Financial member.
Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Arbor Financial Credit Union Wealth Management or directly from the mutual funds, insurance company, or offering entity.

Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. Arbor Financial Wealth Management Services is not affiliated with First Heartland Capital, Inc. Securities offered through First Heartland Capital, Inc. are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union. Arbor Financial Wealth Management is located at 1551 South 9th Street, Kalamazoo.
Why choose Arbor Financial?
"I have been a member of Arbor for 14 years and it is a relief to reach my credit union so easily. Thanks." Jo M Read More Member Stories  

CDs

Various terms with various rates, all structured to deliver guaranteed returns.

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