What sorts of investments should I be in and why? How do they work, and how are they affected by what’s going on in the world? Arbor Financial Credit Union Wealth Management’s Cory DenUyl can help answer these questions. Plus, he can suggest ways of getting and keeping finances in shape, including losing the debt that’s weighing you down, raising your credit score and strengthening your savings.
At your free consultation, Cory will examine several key areas so you can ultimately feel more in control of your spending and investing:
- Current cash flow
- Portfolio analysis
- Net worth calculations
Savings & Investment Products
Savings rates are low…now where do I go? You may not have to go any further than your credit union. After Cory’s free assessment of your savings and investments portfolio, he can share various alternatives for weathering periods of low savings rates, and even look for ways to position them to minimize tax consequences, including:
- Certificates of Deposit (CDs)
- Money Market Accounts
- Life Insurance
- Mutual Funds
- Individual Retirement Accounts
- Fixed, Indexed and Variable Annuities
- Real Estate Investment Trusts
- Securities Brokerage Services
Ready To Meet?
Meetings with Wealth Management’s Cory DenUyl are always free for Arbor Financial Credit Union members!
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.