Strengthen your savings. Add power to your portfolio. Get financially fit.

Many of us watch all those business analysts on cable TV. They use a lot of fancy financial phrases, but it can be hard to figure out how those buzzwords might help us manage our own money. The good news? We can help clear things up. Make an appointment with on-site Financial Advisor Cory DenUyl for some straight talk on investment options, building up savings, and reducing debt.

Our free consultation includes an analysis of your personal finances:

  • Current cash flow
  • Portfolio analysis
  • Net worth calculations

You'll also learn about various Savings & Investment products:

  • Money Market Accounts
  • Life Insurance
  • Stocks
  • Bonds
  • Mutual Funds
  • Individual Retirement Accounts
  • Fixed, Indexed and Variable Annuities
  • Securities Brokerage Services
  

Riskalyze - Measure your risk tolerance today!

With Riskalyze, measuring your risk tolerance has never been simpler! Members can take a questionnaire, either in-person or online, that uses a series of 7 simple questions to assign a risk number to clients. The results will show members a portfolio with an actual risk number and how it might perform in up markets, down markets, a financial crisis, compared to the S&P, and more. The portfolio is broken down by risk, fees, expenses, and other critical factors. As a result, an advisor is able to show members a portfolio that aligns with their risk number and advises based on how much risk you currently have, how much risk you are willing to endure, and how much risk you may need to take, or not, to meet your goals. Take the Riskalyze questionnaire to get started today, or watch this video for more information.
 

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.

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Why choose Arbor Financial?
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