Financial Services For Your Lifetime Choices

Choosing the right firm to invest and manage your money can be a daunting task. The amount of financial information and misinformation available today is staggering. It is our goal to help you sort through this maze of opinions, facts and speculation and make the investment decisions that best suit your individual circumstance - and to do so at the lowest possible cost.

 

 

Lapeer County Bank & Trust Co. to provide IRA Custodial services for the Advance Capital I, Inc. Self-Directed IRAs.

Advance Capital has selected Lapeer County Bank & Trust Co. ("LCBT") to act as the new custodian for the Advance Capital I, Inc. Self-Directed IRA accounts.

If you log onto your ACI account you will notice a new registration.  The same applies to your year-end statement.  The new registration will begin "LCBT Custodian IRA" followed by the account holder's name on the second line.  This also applies to the tax reporting forms you will receive in 2010.  This change requires no action on your part and has no impact on the way in which we service your account.

Those who still have cash in Huntington National Bank Money Market account (formerly the Warren Bank savings account) will need to contact their Advance Capital representative to initiate a transfer of those funds.  Advance Capital cannot act on your behalf for these accounts if you choose not to move them.