Planning for what's to come

Plan for what's ahead

For your safety and the safety of our staff, MaxWealth Management’s team is available by appointment only. Members can still contact our advisors by phone or email directly using the information provided here . Thank you, and stay safe.

On March 27, 2020, in response to COVID-19 the CARES Act was approved. Wondering what the CARES Act means for you? Read the latest information.

LMCU is widely known for its high-value traditional banking products like checking accounts and mortgages, but did you know you also have access to investment services? 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 1996-2018, 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.

Broker Check - LMIS

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.