Business Financial Planning

We'll help you create a diversified investment plan so you can reach all of your goals.

Services and plans tailored for your future.

Customized investment planning
Strategies to fit your business plan
One-on-one consultations

A personalized strategy that benefits your business

As you focus on daily opportunities to grow your business, we'll help you keep an eye on the future. At Michigan First, our Wealth Management Group can help you decide the best way to invest your money and tailor a financial plan to meet all of your goals.

  • Saving for College: Establishing a college savings account for your child can reduce the financial burden once it’s time for them to start school. With the rising cost of tuition, books, and housing, your child will thank you for investing early.
  • Retirement Planning: Retirement will be a well-deserved change after a career's worth of hard work. Our experts can help you save for the future and create a custom plan built around the lifestyle you want to experience. We offer complimentary consultations to get you on the right path.
  • Insured Fixed Annuities:* Protecting yourself and your investments can be just as important as saving money. Through a large inventory of insurance carriers, our fixed annuity solutions offer safety, security and competitive interest rates. Fixed annuities can be a good alternative to certificates of deposit and generally offer a better rate of return.

Michigan First is a full-service credit union with branches that are easily accessible around Metro Detroit, Grand Rapids and mid-Michigan.