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Retirement Planning & Wealth Management Services

Since 2008, Community Driven Credit Union has partnered with Michael S. Bullis a Financial Planner with First Allied Securities, Inc. to offer members complimentary retirement planning services.

All members of Community Driven Credit Union are eligible to meet with Mr. Bullis to create a personalized Financial Blueprint. This in-depth and through analysis will determine how to best accomplish your retirement and financial goals.

While most financial plans can cost a thousand dollars or more, this comprehensive service is available to all members at no cost. Community Driven Credit Union is concerned with making sure members are properly prepared for a successful financial future.

If you would like to contact Michael to schedule an appointment or ask a question, feel free to contact him directly at 248-584-1400 or email him at mbullis@rr.firstallied.com.

View a video of the services provided to you.

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