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Meet Our New Financial Planner
Trust is everything. Here at Great Basin Federal Credit Union we
are truly honored to have the trust you place in us by being one
of our members. With that in mind, we are pleased to announce
our new financial planner, Betsy Dart, who works with the trusted
MEMBERS Financial Services Program.
Betsy has been in the
financial services industry
for more than 10
years and has earned
her Certified Financial
Planner® designation
through advanced training in financial
planning, investments, retirement,
estate planning, taxation and insurance.
Betsy is also proud to have six
years of experience working in credit
unions, in addition to 27 years as a
loyal credit union member.
"I love helping members take control
of their financial lives and make smart
financial decisions," Betsy says.
Betsy's offerings through the MEMBERS
Financial Services Program are designed
exclusively for credit union members.
Some of the products and services
available include:
- 401(k)/Pension Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Wealth Management
- Tax-managed Investing
And, in the spirit of the credit union
philosophy, this program is designed to
assist a wide variety of members –
from those just starting a savings plan
to those with sizable assets looking
for more sophisticated financial
management tools.
Whether you're looking for guidance
on just one financial issue or if you're
interested in putting together a comprehensive
plan, please call Betsy
Dart at (775) 789-3140 for a no-cost,
no-obligation analysis.
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