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 free 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. Free 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 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.

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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.  Annuity guarantees are subject to the claims-paying ability of the insurance company.