Providing 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 Lake Michigan Investment Services, a division of 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.
Check the background of investment progessional associated with this site on FINRA’s BrokerCheck