Financial coaching with a holistic approach

Get organized - Feel confident - Plan with a purpose

A Look Into Our Practice

@Aspen offices are headquartered in Michigan and enthusiastically serve clients across the country

The @Aspen team provides a positive, productive, entrepreneurial and collaborative environment. We are a family who cares about each other personally and professionally.

We know that most of our first time critical financial decisions were made with limited experience. The @Aspen team has clients at every stage of life. We have learned from all of these experiences so we are there for you when you are ready to make appropriate financial decisions.

 

MEET OUR ADVISORS

YOUR DREAMS ~ OUR TEAM

Craig W. Bastuba,AIF®
Retirement Planning Specialist
Rochester, MI

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Darlene M. Frederick,RICP
Retirement Planning Specialist
Grand Rapids, MI

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Matthew Gregor
Retirement Planning Specialist
Port Huron, MI

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Rick Gregor, CPA
Retirement Planning Specialist
Troy, MI

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Nathan Hall
Port Huron, MI

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Greg Liposky, ChFC, CLU
Troy, MI

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Gillian Porretta
Port Huron, MI

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Scott C. Prechtel, ChFC, CLU
Troy, MI

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Laurie A. Sall
Farmington Hills, MI

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Gregory J. Spinazze, CLU, ChFC
Farmington Hills, MI

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OVER 1 BILLION DOLLARS OF ASSETS PLACED UNDER MANAGEMENT

Each dollar is a testament to the trust that our clients have in us, which we do not take lightly. Our goal is to continually keep that trust by knowing our clients, their needs, goals, and risk tolerance.

Over 150 Years of Combined Experience

There is no replacement for knowledge and experience. Although we have many years of combined experience, we are continually bettering our breadth and depth of advice through continuing education and designation acquisition.

Retirement Planning

Retirement Planning

Together we will develop a well-thought-out financial plan and base investment decisions around that plan. There will be times when you are nervous about the latest financial crisis and will start to question if you are on the right path. This is when the value of working with @Aspen will be reinforced.

Insurance

Insurance

We identify and quantify your various financial risks to develop insurance based solutions for your specific goals. We explore intergenerational wealth transfer, estate conservation, and charitable gifting opportunities.

Employee Benefits

Employee Benefits

Our goal is to assist you in navigating the complex arena of employer benefits. These include health care, disability, and retirement plans.

Estate Planning

Estate Planning

An effective plan ensures your wishes are carried out in the even to illness, injury or death. We confirm beneficiary designations and collaborate with estate planning attorneys.

Tax Planning

Tax Planning

We help mitigate the impact that taxes can have on your assets, including the legacy you plan to leave for your family. We work closely with your accountant or CPA.

Resources

Calculators

Calculators

A host of financial tools to assist you.

Articles

Articles

Educate yourself on a variety of financial topics.

Tax Library

Glossary

Financial terms from A to Z.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck