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• Turning Profits into Wealth: A Guide for High-Earning Business Owners

  Learn how high‑earning business owners can potentially turn profits into lasting wealth through reinvestment, income diversification, expense management, and long‑term planning.

• A Financial Checklist for Life-Changing Events

  When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

• Term Life

  From our subsidiary Broadview Insurance Agency: Fast, easy, and 100% digital, life insurance through our partner Ladder.

• Individual Benefits

  From our subsidiary Broadview Insurance Agency: Safeguard yourself and your loved ones. Broadview Insurance agency has the tools and compassion needed to help you create your medicare options and term life.

• The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan

  Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.

• 3 Reasons to Schedule a Year-End Tax Planning Meeting With Your CPA

  Year-end tax planning can help reduce liability and uncover opportunities. Learn 3 reasons to schedule a proactive CPA meeting before time runs out.

• Ron Bender

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards Wealth Status

  Discover five ways financial professionals help high earners manage wealth through tailored planning, investment expertise, tax strategies, and long‑term guidance.

• Contact Us

  Contact the Broadview Insurance Agency team.

• An Essential Guide to Estate Planning Preparedness

  If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.

• Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

  There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

• Ringing in the New Year in Your Golden Years

  Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.

• Worried About Your Financial Health? It May Be Time For A Checkup

  Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.

• 5 Homeowner Estate Planning Tips to Consider

  Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

• Navigating the 4 Phases of Retirement

  Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?

• An Introduction to Estate Planning for the Sandwich Generation

  For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.

• Broadview Wealth Management Reaches $1 Billion Milestone

  Broadview Wealth Management, a wealth management firm located at Broadview Federal Credit Union, has officially surpassed a major milestone in its 36-year legacy of relationship-driven financial service.

• Watercraft and Recreational Vehicles

  From our subsidiary Broadview Insurance Agency: Get the right coverage before heading for the great outdoors with your boat, RV, watercrafts, ATVs, UTVs, and snowmobiles.

• Death and Taxes: What to Know About Estate and Inheritance Taxes

  There are only two things in life you can count on happening at some point--death and taxes.

• Net Worth Calculator

  Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment, tax, financial, accounting or other professional advice. Broadview FCU and its affiliates cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.