The market is a rather crazy place at present. Now, more than ever, it’s time to rely on professional financial guidance. It is the financial advisor’s duty to evaluate your risk tolerance and develop both a process and plan going forward that speaks to your hopes and dreams.
The advisors of Lake Michigan Investment Services (LMIS) draw on the resources and expertise of LPL Financial. They are committed to helping you accomplish your unique financial goals and objectives.
• Analysis of needs and goals
• Asset allocation strategies
• Manager selection
• Retirement income
• Investment strategies
• Ongoing education
• Tax management
• Long-term capital appreciation
• Wealth structuring
• Trust services***
• Education savings programs
• Wealth transfers
• Social responsibility goals
• Monitoring and maintenance of investments
Contact a LMIS financial consultant today to schedule a free, no-obligation financial review.
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.