To make a positive difference in the quality of people's lives by helping good people implement strategies and manage their assets in a way that supports their goals, family and dreams for the future.
Investments and Financial Planning
At some point, you may find you need some guidance on complex financial or retirement issues. You may also wish to invest some money in products that are not federally insured. We are pleased to offer the services of Jeffrey Bogaard. Jeff is a Certified Financial Planner™ and a Certified Retirement Counselor® whose goal is to assist members towards fundamental personal financial excellence. He brings over twenty five years of planning and investment experience and is uniquely positioned to assist our members with a wide range of professional services. His wealth of experience and focus on individualized solutions can help you to create a sense of financial well-being.
Initial consultations are always free. You can reach Jeff by:
Branch Office Phone: 801-568-1968
Visit: 118 West Winchester Street, Suite #1 Murray, UT 84107
Services and Products
- Retirement and Income Planning/Analysis*
- Asset Management*
- IRA and 401(k) Rollovers
- Classic Financial Planning*
- Asset Allocation
- Traditional and ROTH IRAs
- Mutual Funds*
- Bonds: Government, Corporate, and Municipal (Tax Free)*
- Annuities: Fixed, Indexed, and Variable*
- Retirement Plans for Small Businesses: SEP, Simple, 401(k), 403(b), etc..
- Estate Planning*
- Life Insurance
- Long Term Care Insurance
* Jeffrey Bogaard is a Certified Financial Planner™ and Certified Retirement Counselor®. He is an Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under seperate ownership from any other named entity.
* Investments are not NCUSIF insured. May lose value. Not credit union guaranteed. Not a deposit. Not insured by any federal government agency.
*Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for US residents only and does not constitute an offer to sell, or solicitation of an offer to purchase brokerage services to persons outside the United States.