It all starts with a simple conversation. Visit LMCU.org/MaxWealth or call (616) 234-6358 to set up an appointment.
From mom-and-pop businesses to Fortune 500 companies, our Max Wealth Management team can help you find a retirement plan appropriate for your needs. We walk you through all of the options, and take care of everything from the paperwork to monitoring and communicating your plan's performance.
Whether you’re establishing a new plan or looking for a more proactive financial partner to educate your employees on the market, our dream team of Trustees, LPL Financial Advisors, Client Service Associates, and Third-Party Administrators work together to coordinate and execute a plan that’s specific to you and your employees.
Servicios de valores y asesoramiento ofrecidos a través de LPL Financial, una firma registrada de asesoría financiera. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
| Not NCUA Insured. | No Credit Union Guarantee. | Pueden perder valor |
Lake Michigan Credit Union y MaxWealth Management, con sede en Lake Michigan Credit Union, no son agencias de bolsa registradas y no están afiliadas a LPL Financial. El representante registrado de LPL Financial asociado con este sitio solo puede realizar transacciones con valores o hablar al respecto con residentes de los siguientes estados: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan.
