so should your investment needs.
Will you outlive your retirement income? Are your financial expectations for the coming year realistic?
Source: Employee Benefit Research Institute, 2018
• IRAs
• Mutual Funds
• Life Insurance
• 401k Reviews
• 529 Education Savings
• Brokerage Accounts
• Retirement Income Planning
• Long-Term Care Insurance
• Supplemental Health Insurance
• Estate Conservation Strategies
• Annuities
• Managed Accounts
As a Frankenmuth Credit Union member, we are pleased to provide you with a comprehensive review of your current financial situation with no cost or obligation. Contact us at your convenience to schedule an appointment.
Will you outlive your retirement income? Are your financial expectations for the coming year realistic?
Source: Employee Benefit Research Institute, 2018
- IRAs
- Mutual Funds
- Life Insurance
- 401k Reviews
- 529 Education Savings
- Brokerage Accounts
- Retirement Income Planning
- Long-Term Care Insurance
- Supplemental Health Insurance
- Estate Conservation Strategies
- Annuities
- Managed Accounts
As a Frankenmuth Credit Union member, we are pleased to provide you with a comprehensive review of your current financial situation with no cost or obligation. Contact us at your convenience to schedule an appointment.
Meet the Team

Steve Masker
AIF®, CPFA™, MS
Certified Retirement Counselor®
Financial Advisor
Phone: 989-497-1648

Elaine Parlberg
AIF®, CPFA™
Financial Advisor
Phone: 989-249-9221

David Bellsky
AIF®
Financial Advisor
Phone: 989-497-1641

Ashley Pockrandt
AIF®, CPFA™
Financial Advisor
Phone: 989-497-1695

Bonnie Wittum
Administrative Assistant
Phone: 989-249-9240