Financial Planning with Karen VanBokhoven

  • Karen Van Bokhoven is a Certified Financial Planner
  • Get custom financial recommendations specifically for you
  • Schedule a brief, no cost, no obligation meeting
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Cetera Investments with Stacy Anderson

NEED CONTENT FROM CLIENT.

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Share Certificates (CDs)

  • Highly competitive rates to boost your balance
  • Dividends compounded or paid monthly
  • Rates vary based on term
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Individual Retirement Accounts (IRAs)

  • Competitive dividends above standard savings rates
  • Both Traditional and Roth IRA options available
  • No setup fees
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Health Savings Accounts (HSAs)

  • Greater personal control over healthcare management and expenses
  • Earn dividends above standard savings on entire balance
  • Make even more of your money with triple tax savings1
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Investments/Insurance/Warranties: Not NCUA Insured • Not Credit Union Issued, Guaranteed or Underwritten • May Lose Value