Everyone has a unique vision for their future. Whether it’s retiring comfortably, sending your child to college, or establishing a strong financial foundation for your family, Michigan First Wealth Management Group can help you reach your objectives. Our experts tailor your financial planning experience to  match your goals, so you can make confident decisions that will lead to a strong financial future.

Wealth Management

Deciding how to invest your money can be challenging. We’ll determine the best investment options for your goals and help put your hard-earned money to work for you.

Saving for College

Establishing a college savings account now for your child can help alleviate the financial burden once it’s time for them to enroll in school. With the rising cost of tuition, books, and housing, your child will thank you for investing early.

Retirement Planning

Retirement will be a welcomed change after working for most of your life. Our experts can help you save for the future and create a custom plan built around your vision for retirement. We also offer complimentary consultations to get you on the right path.

Insured Fixed Annuities

Protecting yourself and your investments can be just as important as saving money. Through a large inventory of insurance carriers, our Fixed Annuity solutions offer safety and security and competitive interest rates. Fixed Annuities can be a good alternative to certificates of deposit and generally offer a better rate of return.

Contact Our Wealth Management Team

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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.

Capital Asset Advisory Services is not affiliated with Michigan First Credit Union or Michigan First Wealth Management Group.