LAFCU's MVP of the month- SWBC. In partnership with SWBC Investment Services, LLC, LAFCU is committed to helping their members achieve financial goals. This strategic partnership offers our members access to a full range of investment and insurance services. Their team can help simplify the investment process and help you manage your financial goals.
Whether you are just starting an investment plan or want to review an established portfolio, Dan Austin CFP®, Financial Advisor, Dewitt, MI, can help you!
Investment Services available at LAFCU
LAFCU, in partnership with SWBC Investment Services, LLC, is committed to helping our members achieve their financial goals. This strategic partnership offers our members access to a full range of investment and insurance services. Our team can help simplify the investment process and help you manage your financial goals.
Whether you are just starting an investment plan or want to review an established portfolio, Dan Austin, Financial Advisor, can help you! As the exclusive financial advisor to our members, Dan is available to meet with you to discuss your financial needs. He can be reached at 517.622.6600 x6770, dan.austin@swbc.com or visit your local branch office today to arrange an appointment.
Our products and Services- Individual Securities – Stocks and Bonds
- Mutual Funds
- Annuities
Individual and Business Retirement Plans:
- IRAs, Roth IRAs
- 401(k), 403(b) rollovers
- College savings plans
- Portfolio review and evaluation
Individual and Business Retirement Plans:
- Life Insurance: Term, Whole Life, Variable, Universal Life
- Annuities: Fixed and Variable
- Long-Term Care
Financial Planning Assistance:
Starting a New Career. Assisting with budgeting income, expenses, savings and investment options
Protecting Your Family. Examining your savings, investments, and insurance needs
Changing Jobs. Reviewing retirement plan options from past and present employers
Saving for Retirement. Analyzing adequate income needs
Funding College. Determining the appropriate savings tool
Transitioning to Retirement. Avoiding costly mistakes
Preserving Wealth. Creating a lasting legacy
Our Financial Consultant – Dan Austin
Dan is the exclusive financial advisor to LAFCU members and brings more than 20 years of industry experience. He believes that working alongside his clients and understanding their overall goals and life experiences is key to helping them realistically and effectively plan for current and long-term objectives.
Whether you’re just getting started or have complex needs, Dan will work with you to develop strategies tailored for your unique financial goals. For more information and to schedule an appointment, contact Dan at 517.662.6600 x6770 or dan.austin@swbc.com.
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. SWBC Investment Services, LLC is not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value, and are not FDIC insured.
Check the background of this investment professional on FINRA's BrokerCheck.
If you need to place a trade, please call SWBC’s home office operations department at 1-866-884-2605
To listen to the full interview of Dan with Jeffrey please click the embedded SoundCloud PodCast shared below!
