The professionals at TRUE Community Investment Services provide comprehensive financial planning through LPL Financial, the #1 Independent Broker Dealer in the Country as reported by Financial Planning magazine in June 1996-2020, based on total revenue.
We want to be your partner in writing a life story that stretches beyond your imagination and cultivate those legacy-defining moments for the people and places we serve for generations to come. We believe in using a Process to work toward your long-term goals and needs. The Process is called the PGI Investment System.
Want to set up a free no-obligation appointment?
Give us a call today at 517-784-7101 Ext 4305 or get in touch with our experienced, local investment team.
Products and Services
- IRAs — Educational, Traditional, Roth, SEP, Simple
- Annuities — Fixed or Variable
- Mutal Funds
- Retirement Plans
- Tax Plans
- Estate Plans
- College Plans
- 401(k) Planning
- 403(b) Planning
- Profit Sharing Plans
- Policy Reviews
- Life Insurance
What to expect at your 1st appointment in our office:
- Who We Are
- Your Financial and Lifestyle Goals
- Understanding Your Expectations
- Our Retirement Strategy Process
- Advisory Relationship
- Is There a Fit?
Items to bring with you to your first appointment:
- Current investment statements for 401k, 403b, 457, IRA, Roth IRA, or Annuity
- Current Statements for Life Insurance or Long-term Care
- Monthly Income Sources and Amounts
- Estimate of Your Monthly Expenses
- Names of Beneficiaries with their Date of Birth and Social Security Numbers
- Current or Past Employer, Address, Phone Number, and Positions Held
Contact Phone Number: 517-784-7101
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC ). Insurance products are offered through LPL or its licensed affiliates. TRUE Community Credit Union and TRUE Community Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TRUE Community Investment Services, and may also be employees of TRUE Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TRUE Community Credit Union or TRUE Community Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, FL, GA, IN, MI, NC, PA, TX, UT, WI.
Licenses Held with LPL Financial: 07,66