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
One-on-one consultations
We'll create a personalized 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 Wealth Management Group advisors use a holistic approach to tailor a financial plan to match your goals and help you feel confident in your financial future.
- Saving for College: 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.
- Retirement Planning: Retirement 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 Rollovers: 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 Metro Detroit, Grand Rapids and mid-Michigan.
Disclaimer:
Advisory Services offered through Capital Asset Advisory Services (CAAS), a Registered Investment Advisor. The investment and insurance products recommended, offered or sold through Capital Asset Advisory Services and its representatives:
- Are not Credit Union shares or deposits,
- Are not federally-insured by the National Credit Union Share Insurance Fund,
- Are not obligations of or guaranteed by the Credit Union,
- Involve investment risks, including possible loss of principal.
