Investment and Insurance Strategies


Saving for your future shouldn’t be a hassle. That’s why we’ve teamed up with MEMBERS Financial Services to offer financial strategies that fit your individual needs and goals for the future.

The MEMBERS Financial Services Program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving Credit Union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.


Insurance

Options to help protect the ones you love.

  • Life Insurance – Protection for those you love
  • Long Term Care – It’s never too late to prepare
  • Annuities – To help you save before and after retirement

Investment

Alternatives to help you save for the future.

  • IRAs – Tax favored accounts to help you prepare for retirement
  • Mutual Funds
  • Managed Accounts
  • Annuities
  • Stocks and Bonds

Preparing for your Future

  • Saving for Retirement
  • Living in Retirement
  • Saving for College
  • Check the background on this investment professional on : FINRA’s BrokerCheck.

Contact An Advisor

Karen Van Bokhoven, CFP®* – Financial Advisor

11001 Hermitage Rd | Little Rock, AR 72211
Phone: 501.225.3636, Ext. 507
Fax: 866.279.0329
karen.vanbokhoven@cunamutual.com
Insurance License: AR353454

Products and services offered through the MEMBERS Financial Services Program include: stocks, mutual funds, annuities, life insurance, college savings plans, and more. Contact Karen Van Bokhoven at 501-707-4472 or karen.vanbokhoven@cunamutual.com. You can also review investment products on the CUNA Mutual website for more details. Check the background on this investment professional on : FINRA’s BrokerCheck.

*MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC,  a registered broker/dealer and investment advisor. 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 a financial institution.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The CFP® certification marks are not affiliated with CUNA Brokerage Services, Inc.

FR-1900560.1-0917-1019