No matter what stage in life you’re navigating, the independent professional advisors of MaxWealth Management – Located at Lake Michigan Credit Union can help you plan for what’s yet to come.
Apart from having access to several investment vehicle on the market today, MaxWealth Management – Located at Lake Michigan Credit Union also allies with LPL Financial, the nation’s leading independent broker-dealer*, to provide a vast array of professionally-managed investment opportunities.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
Experienced, professional guidance for every stage of life
It all begins with a thorough, deep dive analysis of your current financial holdings and future goals. After gaining a comprehensive understanding of where you want to go, risk tolerance and current level of savings, your advisor will develop a strategic roadmap of appropriate options. It can get complicated, but your MaxWealth Management – Located at Lake Michigan Credit Union advisor will make sure you can clearly see the path forward. It’s very liberating.
And know that LPL and MaxWealth Management - Located at Lake Michigan Credit Union require no mandatory use of proprietary products.
- Financial and retirement planning
- 401(K) distribution options
- Portfolio creation & reviews
- Education planning
- Retirement income planning and management
- Wealth-building and tax strategies
- Digital investment services (Guided Wealth Portfolio)
Wide range of investment vehicles
Different goals call for different financial strategies. And access to all the tools are right here at MaxWealth Management - Located at Lake Michigan Credit Union.
- Roth 401k
- IRA, SEP IRA, 401K, Roth IRA, Simple IRA
- Stocks, bonds, money market, mutual funds, tax-free bond funds
- Stock funds, tax-deferred annuities, unit investment trusts
- REITS (Real Estate Investment Trusts)
- Unit Investment Trust (UIT)
- ETF’s (Exchange Traded Funds)
- Managed portfolios
- Structured products
- Alternative products
Investment services are provided to LMCU members through MaxWealth Management - Located at Lake Michigan Credit Union.