Shape your financial future
Our experts provide tailored service to help make your dreams for the future a reality.
Customized investment planning
Strategies for every life stage
一对一的协商
We'll create a 乐鱼游戏官网ized strategy just for you
Everyone has a unique vision for their future. It could be sending a child to college, retiring comfortably or building a strong financial foundation for your family. Our 财富管理 Group advisors use a holistic approach to tailor a financial plan to match your goals and help you feel confident in your financial future.
- 为学院节约: Establishing a college savings account now for your child can reduce the financial burden once it’s time for them to start school. With the rising cost of tuition, books, and housing, your child will thank you for investing early.
- 退休计划: 退休 is something we all strive for. We offer complimentary consultations to get you on the right path. If you choose to move forward, our advisors can help you create a custom savings plan based on your vision for retirement.
- 401 (k) / IRA滚动: If you have a 401(k) from a previous employer or an old IRA, our advisors can show you options to maximize the gain of those investments.
Michigan First is a full-service credit union with branches that are easily accessible around 地铁底特律, 大急流城 and mid-Michigan.
免责声明:
Advisory 服务 offered through Capital Asset Advisory 服务 (CAAS), a 注册ed Investment Advisor. The investment and 保险 products recommended, offered or sold through Capital Asset Advisory 服务 and its representatives:
- Are not Credit Union shares or deposits,
- Are not federally-insured by the National Credit Union Share 保险 Fund,
- Are not obligations of or guaranteed by the Credit Union,
- Involve investment risks, including possible loss of principal.
