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.
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!
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.
|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!