Investing in You
Investing shouldn’t be convoluted or cluttered up with hard-to-understand terms. MAX’s Wealth Management team members are eager to share their wisdom and advice in a straightforward way that empowers you with information.
A Wealth of OptionsOur array of investment opportunities are designed to help you with all of your investment and retirement savings goals, no matter what stage of life you’re in. Today's investment climate has never been more exciting or more challenging. MAX Wealth Management offers customers access to an assortment of quality, non-proprietary investment choices through LPL Financial, a full-service broker dealer.
A MAX Wealth Management financial consultant can assist you with:Individual Services
- Portfolio Management
- Retirement Planning
- Education Funding
- Life Event Planning
- Estate Planning
- Life Insurance
- Rollover Insurance
- Long Term Care Insurance
- Profits Sharing & Qualified Retirement Plans
- Key Person Insurance
- Business Succession Planning
- Executive Benefit Plan
Start planning your smart future today.
Get to know our wealth management financial consultants:
- Ken Peavy, VP of Wealth Management
- Sandra Downing, Wealth Management Manager
- Matthew Cowell, Wealth Management Manager
- Jordan Halloran, Wealth Consultant
For more information about MAX Wealth Management brokers, visit: http://brokercheck.finra.org/
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
MAX Credit Union and MAX Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.