Financial Planning
Introducing a helpful new resource for WMCU members.
Great news! WMCU has partnered with SBC Financial to provide Bloom Credit Union and West Michigan Credit Union members with investment and retirement planning services. As you know, both credit unions are divisions of WMCU.
We are making this resource available to help you make confident and informed decisions about your financial future. We chose SBC Financial because of their history serving credit union members and understanding their unique needs. They take an education-first approach, making sure you fully understand your options before making any decisions. Their team has also been recognized for their work in financial education, and for their impact in the community. They can answer your questions and help you create a sound financial plan personalized for your needs.
Helping you make smart financial decisions.
You now have direct access to professional financial guidance and investment management designed to help you:
• Create reliable lifetime income from your retirement investments
• Reduce — or potentially eliminate — stock market risk while still pursuing strong growth
• Maximize your Social Security benefits
• Reduce lifetime taxes with roth conversion and tax reduction plans
• Roll over your 401(k) and consolidate old retirement accounts into one coordinated investment plan
One well-structured adjustment can dramatically change your long-term outcome. The goal is to have clarity, control, and confidence around your investments and retirement plan.
Schedule your complimentary consultation today.
As a credit union member, you are entitled to a complimentary retirement and investment consultation. In fact, SBC Financial has reserved a limited number of appointment slots specifically for members receiving this email. Appointments are first-come, first-served.
Click below to secure your free, no obligation consultation:
West Michigan CU Member Scheduling
Bloom CU Member Scheduling
Prefer an in-person consultation?
Simply visit your local Bloom or West Michigan Credit Union branch and let a teller know you’d like to meet with SBC Financial. They can schedule it for you at any time. Also, watch your mail for information on an upcoming Social Security Workshop, designed to help you maximize your benefits.
