Plan for a better future today.
Whether you're just looking to get started, make your money last or just want a second opinion, Consumers Financial Advisors can help. Let us learn more about you to help you in reaching your goals.
- 401(k)/Pension Rollovers
- Traditional IRAs
- Roth IRAs
- Simple IRAs
- SEP IRAs
- Fixed Annuities
- Index Annuities
- Variable Annuities
- Disability Insurance
- Mutual Funds
- Long-Term Care Insurance
- Life Insurance
- Education/College Planning
Current clients, please login to view your investment accounts.
Meet the Team
Michael D Bohne
1075 Tri State Pkwy
Gurnee, IL 60031
Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically, we'll 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 trusted partner of Consumers Credit Union, I have a strong history of working with clients, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key 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 of FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
BA in Communication from the University of Wisconsin - Milwaukee Chartered Retirement Planning Counselor (CRPC)
2004 - 2015 Financial Advisor at Ameriprise Financial
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Round Lake Beach