Financial Planning

Financial Planning Services Are Available By Appointment

Thinking about opening an IRA and not sure if a traditional or ROTH is right for you? Maybe you’re considering a new life insurance policy and need advice, or perhaps you’re thinking of retiring soon and would like a professional to review your financial portfolio. Dort Financial can help you make the appropriate decision for you and your family. Through our partnership with Cetera Advisor Networks LLC, Dort Financial provides our members the opportunity to receive professional, financial planning services that may include traditional financial planning, retirement planning, estate planning, mutual funds and stock and bonds, just to name a few.

Meet Drew Goodrich, Investment Advisor Representative with Cetera Advisor Networks, Located at Dort Financial Credit Union

Drew Goodrich offers our members over 11 years in the financial services industry. He helps with Retirement planning, funding a child’s education, tax-efficient investing, and general investment management. In addition to spending time with his wife and two daughters, he is an avid golfer and sports fan. Drew currently holds his 7, 6, 66 and 63 securities registrations. Additionally, he has his Life, Health and Variable Insurance licenses with the State of Michigan.  To contact Drew, call 810-244-2608 or send an email to goodrichd@ceteranetworks.com

Check the background of this investment professional on FINRA’s BrokerCheck.

Meet Amy Townsend- Vanderpool, Investment Advisor Representative with Cetera Advisor Networks, Located at Dort Financial Credit UnionFinancial Planner

Amy offers our members  over 16 years experience in the financial services industry. She can also help with Retirement planning,  education funding, life insurance, as well as overall  investment management. Amy enjoys camping and kayaking with her husband and two children.  Amy currently holds her 7, 6, 24, 66 and 63 securities registrations.  In addition she has her Life, Health and Variable insurance licenses with the State of Michigan. To contact Amy, call 810-244-5432 or send an email to vanderpoola@ceteranetworks.com

*Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRASIPC , a Broker/Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Cetera Advisor Networks LLC nor any of its agents or representatives give legal or tax advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be sucessful. NOT NCUA/NCUSIF INSURED • NOT A DEPOSIT • NO CREDIT UNION GUARANTEE • MAY LOSE VALUE • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY •  Registered Address: 9050 Holly Road, Grand Blanc MI 48439 and 11411 N Linden Rd, Clio MI 48420. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor. For additional information please contact the advisor(s) or visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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