Financial Planning & Investing
You have access to financial planning and investment options through our long-standing strategic alliance with Total Investment Planners, Inc., of Mt. Pleasant. For more than 20 years, the financial advisors at Total Investment Planners, Inc. have helped members of ICCU and their families pursue their financial goals through comprehensive financial and investment planning.
Free Consultation: ICCU member-owners are invited to a free, no-obligation consultation through a partnership with ICCU and Total Investment Planners, Inc. Please schedule a meeting at Total Investment Planners, Inc. by calling their office at 989.772.5253.
Learn More about Total Investment Planners, Inc.
Securities offered through LPL Financial, Member FINRA / SIPC. Financial planning offered through Total Investment Planners, Inc. , a Registered Investment Advisor and a separate entity from LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Isabella Community Credit Union deposits, and are not NCUA Insured. These products are not obligations of ICCU and are not endorsed, recommended, or guaranteed by ICCU or any government agency. The value of the investment my fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Isabella Community Credit Union and Total Investment Planners, Inc. are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, AZ, CO, FL, IL, IN, MN, MO, NC, ND, NE, NM, NV, OH, PA, SC, TX, VA, VT, WI