Wealth Management

Managing your wealth and planning for the future often requires a professional’s advice. A Financial Advisor can help you organize, understand, control and accumulate your wealth.

To customize an investment plan that meets your needs today and for the future, schedule a free one-on-one consultation today by calling Nick VanGeest at (844) 517-3611, ext. 1189.

A comprehensive approach will be taken to create a wealth management plan just for you.

Financial Resource Analysis

Net worth calculations
Budgeting and cash flow studies
Review of current investments/savings
Portfolio analysis

Retirement Planning

Needs analysis
Income distribution strategies
Review of pension distribution options

Insurance Needs Analysis

Long-term care insurance
Life insurance
Disability income insurance

Tuition Funding Programs

College cost estimates
Comparison of education funding vehicles

Investment Products*

Fixed and variable annuities
Mutual funds
Stocks and bonds
Real estate investment trusts
Securities brokerage services

Business Solutions

Buy/sell strategies
Group insurance (health, life, etc.)
Deferred compensation plans
Retirement plans (401(k), profit sharing, etc.)
Non-qualified retirement programs

Contact financial advisor Nick VanGeest at (844) 517-3611, ext. 1189, today to schedule your free consultation.

Meet Nicholas VanGeest – CERTIFIED FINANCIAL PLANNER™

Nicholas VanGeest is a CERTIFIED FINANCIAL PLANNER™ serving the mid-Michigan area. He received a Bachelor’s degree from Grand Valley State University in 2009 and began working as a Financial Advisor in 2010.

Nick specializes in helping clients work towards organizing, understanding, controlling and accumulating their wealth. He is an advocate for holistic financial planning and believes there are many non-financial elements that need to be taken into consideration. In addition to investments, Nick is licensed to help with life, long-term care, disability and other types of insurance.

When Nick is not in the office you may find him playing a variety of competitive sports including softball, basketball, volleyball and golf. He also enjoys hiking and doing just about anything outdoors.

Nick holds the CERTIFIED FINANICAL PLANNER™ designation, series 7 and 66 securities licenses as well as life, health, accident and variable products insurance licenses. He also holds the Certified Plan Fiduciary Advisor designation.

Nicholas VanGeest, CFP®, CPFA
CERTIFIED FINANCIAL PLANNER™

BrokerCheck

* Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus, you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting PFCU Wealth Management or directly from the mutual funds, insurance company, or offering entity.

Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. PFCU Wealth Management is not affiliated with First Heartland Capital, Inc. Securities offered through First Heartland Capital, Inc. are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union. PFCU Wealth Management is located at our Portland Office.