Individual Retirement Accounts (IRA’s)

Welcome to Investing For Your Future with Belvoir Financial Services (BFS)

Investment consultants usually recommend a mixture of quality investments and insurance solutions designed to meet your needs.

The advisors at Belvoir Financial Services can help protect the important matters in your life by offering you insurance that covers life, disability, and long-term care and investment products that include mutual funds, annuities, stocks, and bonds.

Whether you are a younger person looking to protect a growing family and plan for your financial future or a retiree seeking retirement income, a call to Belvoir Financial Services is a great way to start.

To learn more about how you can benefit from Belvoir Financial Services, please contact R. Todd Holden at (703) 489-0844 or email him at [email protected].

For more information, please visit or

To see when Todd’s next Webinar is scheduled, click here!

Securities offered through Securities America, Inc., Member FINRA.SIPC and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., R. Todd Holden, Representative. Belvoir Financial Services and the Securities America companies are separate entities.

Not NCUA Insured. No credit Union Guarantees. May Lose Value.

What is Plan It™: Retire Ready Toolkit?

Plan It is an online toolkit designed to help baby boomers plan for—and achieve—financially secure retirement years. The motivation for this site: Give preretirees—who may be frozen into inaction—the tools to plan for their later years and say, “I can do this,” with the assistance of credit unions. Interactive tools will help users create a personal profile, adjust variables to aid in planning, engage with real-life people facing preretirement challenges, track their own retirement savings, print personalized charts, and make retirement to-do checklists. Information will be provided as articles, tips, frequently asked questions, audio, and more.

Why does Plan It appear on my local credit union’s Web site?

Credit Union National Association grants a subscribing credit union a nontransferable right to make the contents of Plan It™: Retire Ready Toolkit available to its members exclusively via its Web site. CUNA accepts no liability for, and credit union shall be solely liable for, accuracy of material added or altered by credit union as well as related compliance requirements. CUNA & Affiliates offers hot links to other Web sites from Plan It as a service to subscribers. CUNA & Affiliates does not endorse, approve, or control these external Internet Web sites (or any specific commercial product or service their pages mention), or guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of information their pages contain.

Access the site Here

  • *APY = Annual Percentage Yield
  • *APR = Annual Percentage Rate
  • Federally insured by the NCUA.