Wealth Management
Planning and Advice
Financial advisors at University of Michigan Credit Union Wealth Management can help you organize, understand, control and accumulate your wealth.
Our licensed professionals will build customized strategies to assist you with specific financial goals such as funding educational needs or developing income distribution strategies for retirement. They can also provide you with a written game plan to help you efficiently tackle a number of financial goals at once.
Schedule a complimentary one-on-one consultation today to address any specific financial needs that you may have.
Products and Services
Financial Resource Analysis- Net worth calculations
- Budgeting and cash flow studies
- Review of current investments/savings
- Portfolio analysis
- Long-term care insurance
- Life insurance
- Disability income insurance
- College cost estimates
- Compare education funding vehicles
- Needs Analysis
- Income distribution strategies
- Review of pension distribution options
- Fixed and variable annuities
- Mutual Funds
- Stocks and bonds
- Real estate investment trusts
- Securities brokerage services
- Buy/sell strategies
- Group insurance (health, life, etc.)
- Deferred compensation plans
- Retirement plans (401(k), 403(b), profit sharing, etc.)
- Non-qualified retirement programs
Give us a call at 734-662-8200, Ext. 2700 to find out more.
*Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting UM Credit Union Wealth Management or directly from the mutual funds, insurance company, or offering entity.