Belding Grand Rapids Greenville Hastings Kalamazoo Ludington
The First step in successful financial planning is to find out where you are in relation to what you want to achieve. To accomplish this, as your Money Concepts Financial Planner, I will analyze your position and prepare this:
You cannot achieve any level of success financially until you know your ultimate objectives. Therefore I will help you to:
No matter how well you plan, financial success will not be achieved unless you take action. We will help you by:
I readily admit that I've made mistakes along the way with my own personal finances. But what good are the lessons I've learned if I keep them to myself? If I can help folks like you, navigate through the myriad of choices out there, and guide you to a plan that fits your objectives, I wouldn't be true to myself if I didn't try to help!
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Preferred Credit Union is an independent firm and not affiliated with Money Concepts