Investment Services
planning for the future
You don’t have to have everything figured out. Whether you’re just getting started or thinking ahead, we’re here to help you take the next step with confidence.
Let us help you build a plan for your future that fits your lifestyle and wishes
Let us help you make sense of your 401(k) or rollover
We can help you prepare for your retirement options and goals
We're here to help you take the next step with confidence and trusttrusted
investment services
You’ve worked hard to get where you are. Now, it’s about making smart decisions for what comes next.
Dimitri Hountalas
Dimitri works closely with members to understand their goals, priorities and vision for the future, helping them build a financial plan that fits their lifestyle. With more than 18 years of experience, he’s known for making financial planning feel approachable, practical and easy to understand. Dimitri takes the time to get to know each member, answers questions and provides guidance tailored to their individual needs. He prides himself on delivering comprehensive financial solutions that evolve alongside life’s changes, whether that means preparing for retirement, growing wealth or planning for the next big milestone. His goal is to help members feel informed, confident and supported as they work toward their financial future.
Serving the Jackson and Sterling Heights communities
Tim Bailey
CFP®, CPFA
Tim brings over 20 years of experience helping individuals and families move forward with confidence through thoughtful financial guidance and planning.
Known for his hands-on, lead-by-example approach, Tim has built and grown advisory programs across West Michigan by focusing on relationships first. He’s passionate about making financial planning approachable, especially for members who may feel unsure where to begin and takes pride in helping people turn real-life challenges into meaningful progress.
Serving the Albion, Battle Creek, Coldwater, Portage, Allegan, Gobles, Fennville and Wyoming communities
Schedule a conversation:
We start with a pressure-free conversation with you!
We learn about your goals and what matters most
If it makes sense, we help you build a practical plan
What happens next?
It starts with a conversation. No pressure, no expectations—just an opportunity to explore your goals and learn what’s possible. At Ignite Credit Union, our investment services are designed to help you feel confident about your financial future, wherever you are in life. Whether you’re just starting to invest, planning for retirement or looking for guidance on your next financial milestone, our advisors are here to listen, answer your questions and help you understand your options. Simply choose an advisor closest to you and reach out by phone or email. A brighter financial future can start with one simple conversation.
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Igniting new possibilities
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with a spark of financial freedom
Do you know how much you’ll need for retirement? This Coach will guide you through the typical budget changes that happen at retirement and help you set a savings goal based on your age, income, and tax filing status. To begin the Coach, select “Get Started”.
Save With A Purpose
This Save With a Purpose Coach session will help you set concrete savings goals and show you how much you need to save every month to reach them.
Net Worth Coach
You’ve heard the term net worth, but how does it apply to your financial standing. Calculate your Net Worth by your current assets minus your liabilities.
Retirement Savings
Do you know how much you’ll need for retirement? This coach will help you set a savings goal based on your age, income, and tax filing status.