900 East Paris Avenue, Suite 100, Grand Rapids, MI 49546 | 616.559.45551131 West Superior Street, Wayland, MI 49348 | 269.792.0362Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. United Bank Bank and United Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name United Wealth Management, and may also be employees of United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of United Bank or United Wealth Management. The United Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, FL, GA, IL, IN, ME, MI, MO, OH, OR, VA, and WA. Securities and insurance offered through LPL or its affiliates are:
Preparing for initial meeting
Gather financial statements such as investments, assets, debts and sources of income. We also recommend that you list out your current and future financial goals.
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The stock market can be difficult to navigate. Here's some advice on how to handle sudden market changes.
Saving for retirement
Having trouble saving for retirement? This video answers the difficult questions about saving and gives steps you can take now.
When to start saving for retirement
Check out this video as Michael explains why you should start saving for retirement as soon as possible.
Simple Ways to Start Investing
Looking to begin investing your money, but not sure where to start? Check out this video that breaks down the best ways to start investing in your future.
Roth IRA Calculator
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Roth Conversion Calculator
Calculate how much your traditional IRA may increase when converted to a Roth.
401k Savings Calculator
See what your 401(k) could be worth when you hit retirement age.
Traditional IRA Calculator
Achieve clarity with where your balance is now and where it could be at retirement.
Social Security Calculator
Use this calculator to estimate your Social Security benefits.
Retirement Plan Calculator
Are you on the path to a secure retirement? Use this calculator to find out.