Investments & Insurance from a Valued Partner

Investments

In the spirit of the credit union philosophy, our financial planning assistance is designed for a wide variety of members—from those just starting a savings plan, to those with sizable assets looking for more sophisticated financial management tools. Some of the products and services available include:

  • 401(k)/Pension Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Wealth Management
  • Tax-managed Investing

Insurance

Receive member savings discounts across a wide range of insurance products. Whether it’s protecting your auto, home or family, we can cover you with the same care you’re accustomed to as a DFCU member. Some of the products and services available include:

Life Insurance
Health Insurance
Accidental Death & Dismemberment
Credit Life & Disability Insurance
Long-Term Care Insurance
Variable Universal Life Insurance
Auto Insurance
GAP Plus Coverage
Extended Warranty
Homeowners Insurance
Variable Annuities
Fixed Annuities

Members Financial Services

Dillard’s Federal Credit Union is pleased to offer the DFCU MEMBERS Financial Services Program. Designed exclusively for credit union members, and located right here at the credit union, the DFCU MEMBERS Financial Services Program offers retirement, insurance and investment programs designed to help you and your family through a lifetime of financial planning needs.

Karen Van Bokhoven

Advisor Bio


Through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time. I've done this with focus on their individual comfort level, investment time-line and goals. Working together, we can create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

As a valued partner of Dillard’s FCU I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

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.

Professional Services

  • Education Funding
  • Retirement Planning
  • Investment Management
  • Life Insurance Planning
  • Personal Financial Assessments