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.


Van Gilbert, Financial Advisor

Call or email to schedule a no-obligation appointment.
(713) 293-6649

Learn more about Van here.

Check the background of this investment professional on Finra Broker’s Check.

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

Preparing for Your Future - It’s never too late to plan. Start today.

MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.

Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.