Wealth Management

Think of our Wealth Management group as a group of amazing financial tailors. We customize our services to fit for your financial goals no matter the size of your goal or length of time you need to plan.

To learn more about the professional history of James P. Russell, please visit FINRA’s BrokerCheck.

wealth
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 no cost consultations?
college
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. Complimentary consultations will start you on your way to preparing for 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 can be 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 can be a good alternative to certificates of deposit, and generally offer a better rate of return.

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Advisory services offered through Rehmann Financial, a Registered Investment Advisor. Michigan First Credit Union is not affiliated with Rehmann Financial.

 

*Fixed Annuities are products of the insurance industry and are designed for long-term retirement investing. It is intended for a person who has sufficient cash or other liquid assets for living expenses and other unexpected emergencies, such as medical expense. Annuity guarantees are subject to the claims-paying ability of the insurance company.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For addition information, please contact James P. Russell at 248.443.4619 or jrussell.michiganfirst.com.

Not FDIC, NCUA/NCUSIF insured. Not a deposit. Not guaranteed by any bank or credit union. Not insured by any federal government agency. Funds may lose value. Not a condition of any banking or credit union activity.