Does investing always feel like a tomorrow thing?
LMCU can connect you with a MaxWealth financial advisor ready to make it feel like a today thing.
It's easier than you've been told.
A lot of people know they should be investing more. Not as many know exactly how to start. That's where MaxWealth Management located at LMCU comes in. MaxWealth pairs you with financial advisors for retirement planning, IRAs, managed accounts, and long-term wealth guidance1. They'll help it make sense.
Financial Planning →
A plan for your money means less guessing and more living. MaxWealth can help you build one.
Retirement Planning →
Whether it's ten years away or right around the corner, now's the right time to plan for it.
Investing is better with support.
MaxWealth financial advisors serve LMCU members at every stage: just getting started, actively saving, or thinking ahead to retirement. From IRAs and managed accounts to income planning and protecting what you've built, a real conversation is a good place to start. Find your advisor at MaxWealth.
Disclosures
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 (LMCU) 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 NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Lake Michigan Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
