CWCU's Wealth Management Financial Advisors can help you organize, understand, control and accumulate your wealth.
Our Advisors are licensed professionals that 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. 616.261.5657 Ext 108.
Products & Services
Financial Resource Analysis
• Net worth calculations
• Budgeting and cash flow studies
• Review of current investments/savings
• Portfolio Analysis
Investment Products*
• Fixed and variable annuities
• Mutual funds
• Stocks and bonds
• Real estate investment trusts
• Securities brokerage services
Insurance Needs Analysis
• Long-term care insurance
• Life insurance
• Disability income insurance
Tuition Funding Programs
• College cost estimates
• Compare education funding vehicles
Retirement Planning
• Needs analysis
• Income distribution strategies
• Review of pension distribution options
Business Solutions
• Buy/sell strategies
• Group insurance (health, life, etc.)
• Deferred compensation plans
• Retirement plans (401 (k), profit sharing, etc.)
• Non-qualified retirement programs
Please contact a Financial Advisor at (616) 261-5657 Ext. 108
*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 Community West Credit Union Wealth Management or directly from the mutual funds, insurance company, or offering entity.
Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. Community West Credit Union Wealth Management is not affiliated with First Heartland Capital, Inc. Securities offered through First Heartland Capital, Inc. are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union.
