November 28, 2016

Investments - Marriage and Finances

Marriage affects your finances in many ways, including wealth building, retirement and estate planning. Unless you have a pre-nuptial agreement, the finances of both become the finances of one. Your marital status has a big effect in determining how you go about achieving your financial goals. Lake Michigan Investment Services (LMIS) provides independent advice and guidance to see you through the maze of today’s options and opportunities. Let us help you with things such as:

  • Building wealth
  • Retirement Benefits
  • Estate Planning
  • Tax Planning

Contact LMIS by going online to lmcu.org/investments, or call (616) 234-6358 for a free, no obligation financial review of your unique situation.

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. 

No comments:

Post a Comment