Retirement Plan Services
A successful retirement plan revolves around six key aspects: investments, costs, education, administration, reporting and regulation.
Where does WMCB fit into your qualified retirement plan? We can help you compare the costs associated with different plans and find one that works best for you. Additionally we will typically provide annual plan reviews in conjunction with a third party administrator.
It's never too early to plan for your future. Start your retirement plan by contacting Jan Grimm with our Wealth Management Team today to begin!
NO BANK GUARANTEE ι NOT FDIC INSURED ι MAY LOSE VALUE
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name West Michigan Financial Partners are in no way affiliated with or offered by West Michigan Community Bank, nor is West Michigan Community Bank a registered broker/dealer. Customers working with West Michigan Financial Partners will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPII does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.