Does investing always feel like a tomorrow thing?
LMCU can connect you with a MaxWealth financial advisor ready to make it feel like a today thing.
It's easier than you've been told.
A lot of people know they should be investing more. Not as many know exactly how to start. That's where MaxWealth Management located at LMCU comes in. MaxWealth pairs you with financial advisors for retirement planning, IRAs, managed accounts, and long-term wealth guidance1. They'll help it make sense.
Planificación financiera →
A plan for your money means less guessing and more living. MaxWealth can help you build one.
Planificación jubilatoria →
Whether it's ten years away or right around the corner, now's the right time to plan for it.
Investing is better with support.
MaxWealth financial advisors serve LMCU members at every stage: just getting started, actively saving, or thinking ahead to retirement. From IRAs and managed accounts to income planning and protecting what you've built, a real conversation is a good place to start. Find your advisor at MaxWealth.
Disclosures
Servicios de valores y asesoramiento ofrecidos a través de LPL Financial (LPL), una firma de asesoría financiera y agencia de bolsa registrada (miembro de FINRA/SIPC). Productos de seguros ofrecidos a través de LPL o sus afiliadas autorizadas. Lake Michigan Credit Union (LMCU) 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.
Los valores y seguros ofrecidos a través de LPL o sus afiliadas:
| Not insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | Puede perder valor |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No pueden hacerse ni aceptarse ofertas de ningún residente de ningún otro estado.
Lake Michigan Credit Union provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. Esto genera un incentivo para que la Institución Financiera haga estas recomendaciones, lo que crea un conflicto de intereses. En estos momentos la Institución Financiera no es cliente de LPL, ni por sus servicios de asesoramiento ni por los de corretaje.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
