The Investment team at MaxWealth Management – located at Lake Michigan Credit Union – offers smart, prudent portfolio management with the same approach that’s guided us for decades — to do what’s right for our members. Independent professional advisors like FPA of SWFL member H. James Blakeslee offer personalized financial strategies based on your unique situation, attitudes, dreams and goals. Our strategies are designed to adapt to market changes and your personal circumstances.

Available services & investments include:

• Financial/retirement planning
• Portfolio creation & review
• Managed portfolios
• Retirement income planning
• Education planning
• Roth 401k
• IRA, SEP IRA, 401K, Roth IRA, Simple IRA
• Stocks, bonds, money market, mutual funds, tax-free bond funds
• Stock funds, tax-deferred annuities, unit investment trusts
• REITS (Real Estate Investment Trusts)
• Unit Investment Trust (UIT)
• ETF’s (Exchange Traded Funds)
• Structured products
• Alternative products

Contact James (Jim) Blakeslee, Senior Vice President, JD, CLU^®, at (239) 908-5845 or email him at [email protected].