Wealth Management

Think of our Wealth Management group as a group of amazing financial tailors. We customize our services to be the perfect fit for your financial goals. No matter the size of your goal or length of time you need to plan for, we got this.

To learn more about the professional history of James P. Russell, please visit FINRA’s BrokerCheck at http://brokercheck.finra.org.

Wealth Management
Scrounging up money to save or invest isn’t easy. Neither is figuring out how to invest nor deciding how much to invest. We’ll help you answer these questions. Did we mention free consultations?
Saving for College
The cost of college is so dang high! Tuition plus room and board can cost tens of thousands of dollars … or more. We’ll help you set up a custom plan just for you. Just FYI though, if you want to be a doctor you better start saving about 60 years before you’re born. Think ahead!
retirement Retirement Planning
Ah retirement … a time to relax, kick back, and enjoy life. However, you may never get there without careful planning. We’ll help you set up a custom plan and create your goals. Free consultations will start you on your way to peace of mind when it comes to your future.  You know what they say, retirement is all the fun of college minus the classes.
insurance Insured Fix Annuities*
Protecting yourself and your investments is just as important as saving money. Check out our Fixed Annuity solutions that offer competitive interest rates, safety and security provided through our large inventory of insurance carriers. Fixed Annuities are often a good alternative to certificates of deposit, and generally offer better interest rates.

Want to talk to someone about your future? Contact Jamie Russell, our wealth management financial consultant at 248.443.4619. He doesn’t bite and he’ll help you figure out what your money can do. Woo hoo!Wealth Management Logo

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates. Securities products are not NCUA guaranteed; not credit union guaranteed and may lose value. Fixed and/or Traditional Insurance Services offered through Rehmann Insurance Group. Rehmann Insurance Group is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor. Michigan First Credit Union is not affiliated with Royal Alliance, Rehmann Financial or Rehmann Insurance Group.

*Fixed Annuities are products of the insurance industry and are designed for long-term retirement investing.  Annuity guarantees are subject to the claims-paying ability of the insurance company.