For Credit Union Members
At Landis Wealth Management, we understand the value of community and the importance of trusted financial guidance. That's why we're proud to partner with numerous credit unions throughout the Metro Detroit area, offering specialized wealth planning services to their valued members.
Your Credit Union, Your Financial Partner
We believe your credit union is more than just a place to manage your accounts; it's a community resource dedicated to your financial well-being. We share that commitment and work closely with your credit union to provide a seamless extension of the personalized service you've come to expect.Tailored Wealth Planning for Life's Major Events
As a credit union member, you benefit from a unique understanding of your financial needs. We build on that foundation by providing tailored wealth planning services designed to help you achieve your long-term goals. Whether you're planning for retirement, saving for a child's education, navigating a major life change, or simply looking to secure your financial future, our team is here to guide you every step of the way.How We Partner with Your Credit Union
Our collaboration with local credit unions mean we are well-versed in the specific benefits and programs they offer. We can work directly with your credit union, on your behalf, to ensure your investment plan aligns with the resources available to you as a member. This collaborative approach is focused on providing you with a streamlined and comprehensive approach to your personal finances.Services We Offer to Credit Union Members:
Retirement Planning
Developing a comprehensive retirement strategy that considers your unique needs, goals, and timeline.
Investment Management
Building a diversified investment portfolio aligned with your risk tolerance and objectives.
Education Savings
Planning and saving for future educational expenses.
Life Event Planning
Navigating major life events such as marriage, divorce, the birth of a child, or the loss of a loved one with sound financial guidance.
Estate Planning Strategies
Helping you create a plan to preserve your assets and ensure your wishes are carried out.
Insurance Strategies
Evaluating your insurance needs and helping secure proper coverage.