Planning for what's to come

Plan for what's ahead

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) rollover services
  • Portfolio creation & reviews
  • Education planning
  • Retirement income planning and management
  • Wealth-building and tax strategies

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.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affliaties. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value

Lake Michigan Credit Union and MaxWealth Management – Located at Lake Michigan Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan