Your Financial Well-Being Checklist

August 17, 2026

Contact

Office: 877.243.2528 x7012

Farmington Hills, MI

info@ccisinvest.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Community Choice Investment Services provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information

Securities 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. Community Choice Credit Union and Community Choice Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Choice Investment Services, and may also be employees of Community Choice Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Choice Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Community Choice Credit Union Deposits or Obligations	Not insured by NCUA or Any Other Government Agency
Not Community Choice Credit Union Guaranteed	May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, AZ, CA, CO, FL, OH, SC, TN, TX, VA, WA.