Retirement & Planning

Financial planning services

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.

Broker check

Check the background of investment progessional associated with this site on FINRA’s BrokerCheck

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.

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

Lake Michigan Credit Union and Lake Michigan Investment Services 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