John and Aaron are a father and son team devoted to the well being of their clients, family and community. We’re Independent fee based advisors. We look at probabilities and provide scenarios for your life. We do this by examining your risk tolerance and applying the results.
“Knowing our client and his/her needs is what we use to help provide customized recommendations and service. Gathering the information, designing a plan and implementing that plan is done by examining a person’s life. The essential part of our process is that we follow through. We start this process with a no fee consultation. By the time we get through all the phases of the planning process, at no charge, clients are ready to implement their designed plan. Let us get started on your plan today.”
John Ricketts
I began my career in the financial services industry in 1983. I have served on many community executive boards and service organizations. I have served as a speaker at hundreds of seminars and lectured on cruise ships as their experienced financial advisor.
With over 40 years of experience, I have developed a unique planning process using a team approach that involves specialists in the fields of estate, tax and financial planning. Protecting your assets through proper estate and tax planning is just as important as helping grow and distributing your assets.
My Strategic Wealth Management System is a process which allows highly successful people working with a team of professional advisors, design a strategy to help preserve wealth, promote financial independence and provide for the well being of their family, future generations and community.
Aaron Ricketts
I joined my Father’s business in 2000 and have enjoyed the last several years working to help solve the financial dilemmas that we all face. I graduated from Tecumseh High School in 1984 and served in the US Army and Michigan National Guard for 6 years. I graduated from Eastern Michigan University with a Bachelor of Science degree in Public Law and Government. I worked for the State of Michigan prior to joining Ricketts, Ricketts and Associates.
My wife Karen and I have two children, Andrew (US Army) and Natasha (Siena Heights University), and we currently live in Tecumseh, MI.
My goal as a financial planner is to sort through the difficult tasks of helping people plan for retirement. Education is the key to building a strong plan and the follow through is what I do best. I won’t sell you a financial product then send you away. I have a financial planning system that will help lead you through the complex world of estate, tax, insurance and investment planning. My goal is to review, recommend and implement a plan then hold regular semi-annual meetings to make sure we are on task and that things are getting done.