Now that the hectic holiday season is in the rear view mirror, this is the perfect time to look ahead to see if your investments are still on track. Lake Michigan Investment Services is there for you as you take stock of your future.
Do you still have a 401(k) from a former employer that’s just sitting there? We can help you roll it over. You’re another year closer to retirement. Are your plans still viable? Is your money working as hard for you as you do for it? Has your family situation changed?
Investments need periodic examination in this constantly changing financial landscape. Give us a call. We’ll take a look at what you have going to make sure your investment direction still makes sense. Contact us at (616 or 800) 242-9790 ext. 6301 today or go online at lmcu.org/investments to set up an appointment to meet with one of our experienced advisors.
Securities products offered through LPL Financial and its affiliates. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Lake Michigan Credit Union and Lake Michigan Investment Services are not registered broker/ dealers and are not affiliated with LPL Financial.