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Financial planning today...for your financial future tomorrow
The market is unpredictable, but we believe in a few investment principles. With clear, appropriate investment goals in place we are able to focus on those areas within our control, such as developing suitable asset allocations with broadly diversified funds, potentially minimizing costs to members, and having the discipline to maintain a long-term perspective.
Offerings include, but are not limited to:
- IRAs
- Mutual Funds
- Life Insurance
- 401K Reviews
- 529 Education Savings
- Brokerage Accounts
- Roth IRAs
- Long-TermCare Insurance
- SupplementalHealth Insurance
- Estate Conservation Strategies
- Annuities
- Medicare
As a Frankenmuth Credit Union member, we are pleased to provide you with a comprehensive review of your current financial situation with no cost or obligation. Contact us at your convenience to schedule an appointment.
Registered representatives at The Member Investment Center offer securities through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through LPL Financial, a registered investment advisor. The Member Investment Center is independent of LPL Financial.
Through our relationship with LPL Financial we can make available a mix of investment and insurance products to complement your other savings programs.