September 28, 2018

Wealth Management Is More Than Portfolio Supervision

At its most effective, wealth management is a multi-faceted approach—addressing risk and tax issues, estate planning and charitable gifting, and perhaps college and long-term care planning. It’s unlikely to find one single financial professional who’s equally well versed in all these disciplines. Acknowledging that reality, the LPL Financial Advisors of MaxWealth Management located at Lake Michigan Credit Union frequently collaborates in a team effort, to draw on their collective understanding to the benefit of their clients.

Each professional on the team makes their insight readily available to others, and the longer the team works together, the more cohesion and experience it wields in designing comprehensive strategies.

A holistic planning approach
A suitable wealth management approach looks not only at different aspects of your wealth, but also considers what your wealth means to you. What should it accomplish? What role does it play in your life? Addressing those questions can help weld your wealth with your values. Our knowledgeable wealth management team can help you seek to improve many aspects of your financial life.

Unsure of how to best move forward? Contact MaxWealth Management located at Lake Michigan Credit Union and speak to one of our representatives for a free, no obligation (team) financial review.

Schedule an appointment today! Call (616) 234-6358.

Securities and financial planning offered through LPL Financial, a registered Investment Advisor, Member FINRA/SIPC.Insurance products offered through LPL Financial or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Not NCUA Insured. No Credit Union Guarantee. May Lose Value.

LMCU Is Hiring

Every year, LMCU is recognized as one of the Best and Brightest Companies to Work For® in the nation. If you’re positive, customer-oriented, and passionate about providing exceptional service to our members, we want to talk with you.

You bring:
Experience, skills, talents, and drive

We bring:
  • A rewarding, professional environment where you’ll be supported to grow and excel
  • Training and career tracks for current and future roles
  • Work-life balance
  • Competitive salary and benefits program

Visit to find out more.

Medicare Open Enrollment

October 15 to December 7
Every year, current Medicare enrollees have an opportunity to change or modify their plans for the upcoming year. Starting October 15—December 7, you can make changes to your health or prescription coverage. If you like your current coverage, you don’t need to do anything.

But if you want to make changes or have questions, contact Christine Collins at (616) 234-6997 or Ricky Robinson at (616) 234-9428 for a FREE Medicare plan review.

Tell Your Family And Friends About 3% Max Checking!

Where else can anyone earn 3.00% APY†† on up to $15,000 without lifting a finger? That’s almost $450 a year of free money.

So, why keep it a secret? Tell your friends, family, and co-workers to visit to learn more!

††APY = Annual Percentage Yield. Rate as of 9/1/18 and subject to change after account opening. Membership required. No minimum balance required. Interest not paid on balances over $15,000. Fees may reduce earnings. To earn 3.00% APY, some requirements apply. Federally Insured by the NCUA.

Protect Your Identity— It’s The Only One You’ve Got

Identity theft is when someone steals your personal information in order to take over or open new accounts, file fake tax returns, rent or buy properties, or do other criminal things in your name. There’s a new victim of identity theft every two seconds*.

In today’s hyper-connected digital world, it’s easy to miss identity threats. And what you can’t see, can hurt you. Fortunately, LifeLock® with NortonTM will help protect your digital life. LifeLock looks for use of your personal information, and with proprietary technology, alerts** you to a wide range of potential threats to your identity. The power of Norton Security*** scans up to 5 devices and runs continuous automatic updates to help protect you from cybercriminals looking to hack your personal devices and steal your information.

If you become a victim of identity theft, a U.S.-based Identity Restoration Specialist will be dedicated to your case from start to finish. And Norton Security*** will help keep your devices free from ransomware, malware and viruses.

And now Lake Michigan Credit Union members can get 30% off first year† LifeLock membership or LifeLock with Norton Security. LifeLock and Norton are trusted by millions for a reason.

For important pricing and subscription details visit

No one can prevent all identity theft. *Based on an online survey of 5,389 U.S. adults conducted for Symantec by The Harris Poll, January 2018. **LifeLock does not monitor all transactions at all businesses. ***Norton Security Online provides protection against viruses, spyware, malware, and other online threats for up to 5 PCs, Macs, Android devices. Norton account features not supported in this edition of Norton Security Online. As a result, some mobile features for Android are not available such as anti-theft and mobile contacts backup. iOS is not supported. †For important pricing and subscription details visit