Planning for the future takes more than products—it takes thoughtful guidance and a long-term perspective. Through our partnership with Ricketts, Ricketts & Associates, we offer personalized wealth management services designed to help you plan, protect, and grow your financial future with confidence.
Wealth Management Services
Wealth Management Products
Comprehensive Financial Planning
We provide estate, financial, and retirement planning services tailored to your goals and stage of life. Whether you’re preparing for retirement, managing generational wealth, or planning for what comes next, you’ll receive clear guidance built around your priorities.
Investment & Brokerage Services
Our investment services are designed to support long-term growth while managing risk. Options include managed brokerage accounts, mutual funds, and IRA rollovers, all structured to align with your financial objectives and timeline.
Insurance & Income Solutions
To help protect your assets and plan for income needs, we offer both variable and fixed annuities, along with life insurance solutions. These tools can play an important role in retirement planning, estate strategies, and long-term financial security.
Let's Talk
Call 517-265-3540 to arrange for an appointment at our Main Office.
Aaron Ricketts, Financial Advisor – and – John Ricketts, Financial Advisor
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities with residents of the following states: Michigan, Ohio, Florida, Georgia, Tennessee, Indiana, North Carolina, Nevada, and California. FINRA www.finra.org SIPC www.sipc.org. Investment services are not insured by the FDIC or any other Federal Government agency. Not a deposit or other obligation of, or guaranteed by, any bank or their affiliates. Subject to risks including the possible loss of principal amount invested.
