Planning and Investments
The MEMBERS Financial Services Program is focused specifically on serving HTFFFCU members, to help you plan and invest to meet your desired financial goals.
When you are making these types of important decisions about your future, as well as that of your family, you want sound, objective advice from someone who knows you well. Van Gilbert is a financial advisor with a successful track record of helping individuals and business owners plan, understand, and reach their financial ambitions. Working with your other valued advisors, such as your attorney and accountant, he seeks to bring investments, insurance, retirement, estate, and tax planning into one efficient plan, designed to be risk-appropriate, and minimize gaps that can leave you under-prepared and under-protected.
Investment Strategies - Options to help you save for the future:
IRAs – Tax-deferred accounts to help you prepare for retirement
Mutual Funds – Diversified investment options to match your objectives
Managed Accounts – Professionally managed portfolios that meet your needs
Stocks & Bonds – Individual investments to complement your style
Insurance Strategies - Alternatives to help protect those you love:
Life Insurance – Protection for the ones you love
Long-Term Care Insurance – Insurance that helps pay for the costs associated with long-term care. It's never too late to prepare
Annuities – To help you save for and live in retirement