ACCOUNTS

AUTO LOANS

VISA CARDS

INVESTMENTS

HOME LOANS

Plan for your future. Learn more about Investment Strategies offered by Zeal Financial Advisors.

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IRA

Tax favored accounts to prepare for retirement.*
Traditional IRAs
Roth IRAs
SEP IRAs
Rollover
Educational Savings Account (ESA)

MUTUAL FUNDS

Managed portfolio of securities. Funds are aggressive, conservative and places between.
Money Market
Stock Funds
Bond Funds
Exchange Traded

ANNUITIES

Contracts with an insurance company that can help protect you against the risk of outliving your assets.
Fixed Rate
Variable Rate
Indexed
Single Premium

Learn more about all of these investment options with your Financial Planner, Jon Lybeck. Set up an appointment to talk with Jon over coffee at: 734-466-6108 or click here to set up an appointment today.


*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Non deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1166364.1-0415-0517

**Zeal Credit Union is not licensed to offer tax advice. Please consult a tax advisor about your specific situation, or for information on any tax incentives you may be eligible for.

 

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