At some point, you may wish to invest some money in relatively safe investment products that may not be federally insured. Some of these products may include corporate bonds, common stock, and mutual funds.
We all want to feel secure, knowing that in the event of an illness or death our family and loved ones will be financially sound. Term Insurance, Disability, and Universal Life Insurance are just few of the many different insurance plans available to you.
If you're interested in creating or expanding your investment portfolio, or securing the health of your future, please contact Jeffrey Bogaard, our Certified Financial Planner. He can explain these products and structure a plan that will help you reach your financial goals.
Email Jeff Bogaard at bogaardj@financialnetwork.com or call (801) 487-1692 on ext 504.
* Jeffrey Bogaard is a Certified Financial Planner and a Registered Representative of Financial Network Investment Corporation, member SIPC.
** Mutual funds, annuities, and other investments are not insured by FDIC, NCUA, or any other regulatory agency. These types of investments are not deposits and carry no obligation or guarantee by Trans West Credit Union or any other affiliated entity. Funds are subject to investment risks including possible loss of principal amount invested.
