Financial Planning Services

What plans do you have for your future and the future of your family?  Sending your children to college?  A vacation home?  A retirement without financial worries?  As a member of SageLink Credit Union, you now have a financial planner waiting to help you pursue your goals. Gregg Huyck, a Registered Representative with Lincoln Financial Services can work with you to understand your vision of the future and provide valuable information to help turn your vision into a reality.

Providing the Friendly Help You Need

What could be better and more convenient than having a personal financial advisor you know right in your credit union? You can enjoy the same neighborly service for all your investment needs that you experience when you do your normal business at SageLink Credit Union. Gregg Huyck brings all of the financial and retirement investment resources and expertise you need under the same roof.

Planning That Is Complete and Simple

As a professional Financial Planner, Gregg will take you through every step and help guide you in making the financial and investment decisions that are right for you.

Gregg can help you to:

1. Define your personal profile as an investor
2. Identify your goals for the future
3. Help you decide the right steps to take to work toward those goals

Selecting Investments That Are Right for You

Gregg can provide a complete overview of all of the investment options available to you. This convenient service will save you a great deal of time and direct you to make well-educated decisions when choosing and planning  your investments. Gregg will provide on-going support and scheduled reviews of your financial status to help you make any necessary adjustments in your investing strategy.

The following options are available with any number of financial plans that Gregg can develop for you at any local office of SageLink Credit Union:

  • Retirement Plan Rollovers
  • Tax-Free Income Investments
  • Tax-Efficient Growth Investments
  • Retirement Planning
  • Estate Planning
  • Mutual Funds

Gregg Huyck has been in the Financial Services industry for over 15 years and is a Registered Representative with Lincoln Financial Services.  Gregg grew up in Linden, Michigan and is a graduate of Olivet College, where he majored in Business Administration with an emphasis on accounting and marketing. Prior to working for Lincoln he spent seven years working for Marriott Corporation in the food service industry.   Gregg lives in Swartz Creek with his wife, Brenda daughter, Lena and son Spencer. He enjoys golf, baseball and watching his children participate in extracurricular activities at Swartz Creek High School.  Gregg seeks to educate SageLink Credit Union members on financial planning matters and to help our members on an individual basis to reach their goals and dreams.  He believes that financial success is gained through a long-term, disciplined approach toward investing.

Meetings with Gregg are available by appointment only, Monday through Friday. Meetings can be arranged at any of our offices or at your home by calling our Member Support Department at (810) 767-8370 within Genesee County or  (989) 541-2001within Shiawassee County.

Investments offered through representatives of Lincoln Financial Securities Corporation. Investments are not credit union products, are not guaranteed by the National Credit Union Administration (NCUA) and may lose value.   SageLink Credit Union and Lincoln Financial Services are not affiliated.

The Lincoln Financial Services registered representative associated with this site may only discuss and/or transact securities business with residents of Michigan.