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Wealth Management Planning and Advice



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.

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  PO BOX 8069 Kentwood, MI 49518 - (616) 261-5657
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