Retirement & Planning

Financial planning services

Providing access to financial planning services.

Your long-term financial success depends on choices made today. One important choice is deciding whom to trust with your financial future.

As independent professional advisors, we offer personalized financial strategies based on your unique situation, attitudes, dreams and goals. Our strategies are designed to adapt to market changes and your personal circumstances.

Investment services that seek to provide tax advantages, income or growth are available to LMCU members through MaxWealth Management – Located at Lake Michigan Credit Union.

Available services & investments include:

  • Financial/retirement planning
  • Portfolio creation & review
  • Managed portfolios
  • Retirement income planning
  • Education planning
  • 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)
  • Structured products
  • Alternative products

Please contact one of our LPL Financial Advisors to schedule a complimentary consultation.

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.