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.


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
Life insurance
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

*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. Community West Credit Union Wealth Management is located at 3089 44th St. SW - Grandville, MI.


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