Security Benefits Center

Security Benefits Center logo

Make your money start working for you.

Community West Credit Union has partnered with Security Benefits Center (SBC) to assist members with their unique financial planning needs. SBC offers various services, including wealth management, tax reduction planning, retirement income and distribution planning, and estate planning. When it comes to financial and retirement planning, the SBC team takes the time to understand your specific financial situation and learn your goals for five, ten, or even twenty years down the road. If you are interested in learning more about the services Security Benefits Center offers, visit their website

Reach out to the Security Benefits Center Team by filling out the Contact Form.

Security Benefits Center logo

Security Benefits Center Contact Form

*This information will be shared directly with our third-party partner, Security Benefits Center. Please do not include any  sensitive information, such as account information, social security number, card number/PIN, or tax identification number.

Upcoming Educational Workshops

Join us as we discuss various topics to prepare you for the future!

Taxes in Retirement

Date: Monday, June 17 & 24
Time: 6 PM
Location: The Kirby House — 2 Washington Ave, Grand Haven, MI 49417
Description: Join us while we discuss how to reduce the taxes on your retirement income without reducing your standard of living.

Estate Planning

Date: June 18 & 19
Time: 6 PM
Location: Stonewater Country Club — 7177 Kalamazoo Ave SE Suite A, Caledonia, MI 49316
Description:  Join us to learn and discuss best practices for estate planning, how to protect your money from the costs of long-term care, and take steps to ensure your beneficiaries are able to receive their inheritance on your terms without interference.

Social Security

Date: June 25
Time: 6 PM
Location: Sunnybrook Country Club — 624 Port Sheldon St SW, Grandville, MI 49418
Description: Join us to discuss how and when to claim your and your spouse’s benefits – efficiently maximizing Social Security income.

Estate Planning

Date: July 10 & 11
Time: 6 PM
Location: Holland
Description:  Joins us to learn and discuss best practices for estate planning, how to protect your money from the costs of long-term care, and take steps to ensure your beneficiaries are able to receive their inheritance on your terms without interference.

Taxes in Retirement

Date: Wednesday, March 13
Time: 11 AM
Location: Sunnybrook Country Club – 624 Port Sheldon St. SW, Grandville, MI 49418
Description: Join us while we discuss how to reduce the taxes on your retirement income without reducing your standard of living.

*Securities and insurance offered through Security Benefits Center are not insured by NCUA. Security Benefits Center offers Investment Advisory Services through IAMS Wealth Management, LLC (Omaha, NE 888-255-7670), an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management, LLC and its Advisors do not render tax, legal, or accounting advice. Security Benefits Center is not a Registered Investment Advisor and is not an affiliate of IAMS Wealth Management, LLC.

The Team at Security Benefits Center!

Headshot of Curtis, a white male with curly hair, a beard, and a pleasant smile

Curtis Cottle

Partner & Financial Advisor
616.965.3226
curtis@gosbc.net

Headshot of Tyler, a white male with short, sandy hair and beard. Wearing a button-up dress shirt, and looking toward the camera with arms folded.

Tyler Cottle

Partner & Financial Advisor
616.965.3223
tyler@gosbc.net

A headshot of Tim, a white man with short brown hair and beard. Wearing a blue sweater, pink tie and white button-up shirt.

Tim Fordham

Director of Partnerships
616.500.0120
timf@gosbc.net

Headshot of Ian, a white male with glasses, a short hair cut, and a red bowtie! Looking excited to assist members with financial goals!

Ian Grohman

Financial Advisor
616.207.3355
ian@gosbc.net

A headshot of Chad, a white male with medium brown hair and beard, smiling. Wearing a green buffalo plaid button-up and black suite jacket.

Chad Konyndyk

Financial Strategist
616.500.0125
chad@gosbc.net

Headshot of Ben, a white male with medium brown hair and a pleasant smile. He is wearing a burgundy button up with small white polka dots and a grey blazer.

Ben Smith

Financial Strategist
616.500.0123
ben@gosbc.net

Headshot of Alyssa, a white woman with a vibrant smile. She has medium-length blonde hair, glasses, a small, thin necklace, and a black outfit.

Alyssa MacDonald

Administrator
616.965.6275
alyssa@gosbc.net

Scroll to Top