Comprehensive Planning and Wealth Management

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Our Services

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

A look into our practice

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.

 
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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.

Our Services

Comprehensive and Holistic Planning Strategies for Life, Financial, Retirement and Estate Planning

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Why choose Us. Because we are Reliable.

Just as the Aspen tree is deeply rooted, the @Aspen team has deep roots in Michigan. At every stage of your life, we have you covered.

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Our Mission. To Redefine your Brand.

Our promise to you is to subscribe to the @Aspen philosophy of putting client needs first through professionalism, integrity, competency, and confidentiality. Our goal is to empower you to pursue your best future.

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What we Do. Make our Customers Happy.

As members of @Aspen we take a holistic approach by listening and understanding your situation, respecting your assets, and educating you on your options. We provide clear recommendations, track your progress, and review any changes in your life.

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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Resources

Calculators

Calculators

A host of financial tools to assist you.

Articles

Articles

Educate yourself on a variety of financial topics.

Flipbooks

Flipbooks

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

 
Newsletters

Newsletters

Timely newsletters to help you stay current.

Tax Library

Glossary

Financial terms from A to Z.

Videos

Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

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