Amy Datema

"My mission is to provide you with a sense of financial confidence through a mutual relationship built on trust, communication, consistent advice, and guidance."


Contact Info

MaxFacts

  • Specialties: Chartered Retirement Planning Counselor®, Financial Planning, Retirement Planning, Long Term Care Planning
  • Licenses: Series 7, 66 held with LPL Financial, Michigan Life, Health and Variable Annuity License

About Amy

I have my degree in Finance from Stetson University, an M.B.A. from the University of Central Florida, and a Chartered Retirement Planning Counselor (CRPC) certification from the College of Financial Planning. For over 18 years, I’ve had the privilege to meet and work with many clients from various financial backgrounds —— assisting them with planning for retirement, legacy intentions, long term care, and college education planning.

Every client has a different idea of how they want their financial future to look, and I’ll take the time to listen and understand yours. During the first couple of meetings, we’ll discuss your specific situation, needs, goals, and the things that are most important to you. I’ll develop a personalized strategy for you, and we’ll review it together before planning the next steps. I’ll make sure there’s a clear connection between your financial goals and how you’ll pursue them. We’ll work as a partnership with ongoing communication and reviews. Confidentiality, transparent communication, integrity, and education are important values to me, both personally and professionally. I work hard to stay up to date on market trends and new strategies to make sure I’m giving you the best advice possible.

In my free time, I enjoy spending time with my husband, children and grandchildren. I also teach children’s worship at Lamont CRC Church and enjoy designing and sewing clothes.


Broker Check

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by the NCUA or Any Other Government Agency. Not Lake Michigan Credit Union Guaranteed. Not Lake Michigan Credit Union Deposits or Obligations. May Lose Value.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.