A Healthy Future for Your Retirement Goals

Corewell Health Employees

Put Your Financial Health in Our Hands

As a Corewell employee, you have probably faced long shifts, late nights, and the everyday stress of working in healthcare. You have made incredible sacrifices to provide excellent care to southwest Michigan patients. At True Blue Financial, we believe your retirement plan deserves the same level of care. We’ll take financial planning off your plate so you can focus on the work you love doing. 

Retirement Planning Services

True Blue Financial serves Corewell Health employees of Southwest Michigan

Get the Support You Need for Your Retirement Goals

We’ll help you find a healthy balance for your 403(b), disability options, Roth, and more, integrating your Corewell benefits into a comprehensive retirement plan.

How We Serve Corewell Health Employees

Define the Complexities

Corewell offers extensive—and sometimes complicated—benefits packages. We’ll explain everything you need to know.

Make Your Plan

We’ll use your Corewell 403(b) and other benefits to tailor your plan, integrating it into a cohesive strategy that moves toward your goals.

Adjust As Needed

We will monitor your plan and fine-tune it to help you pursue your goals. Just like patients receive ongoing care, your retirement plan deserves regular check-ups.

The True Blue Financial Difference

Complete Transparency

Your Corewell benefits guidebook is over 60 pages long. We’ll explain every page to you and how you can utilize each factor.

Comprehensive Tools

We offer easy-to-use tools and software that you can use any time to check your account balances, ask questions, and more.

Long-Term Assistance

Our support won’t end as soon as you retire. We’ll continue to monitor and adjust your plans and help you meet every milestone as it comes.

403(b) Support

A 403(b) opens up a lot of opportunities for you and your retirement future. We’ll help you determine how Corewell's benefits tie into your goals and other assets.

Most Frequently Asked Questions From Corewell Health Employees

Yes! We’ve worked with countless Corewell Health employees in the Southwest Michigan area as they navigate their benefits package, 403(b) retirement plans, employer matching, pre-tax vs after-tax contributions, and so much more. 

Retirement plans can vary widely from one company to another. Our team can help you make sense of how your plan works and how you can track your progress. Making the most of your benefits starts with understanding the basics, managing your investment mix, and making appropriate adjustments along the way. 

In short, a plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages:

  • Leave the money in your former employer’s account, if permitted
  • Roll over your assets to a new employer’s plan, if one is available and rollovers are permitted
  • Roll over into an IRA
  • Cash out the account value 

Our team can help you navigate your options, explore the advantages and disadvantages of each choice, understand the tax implications of withdrawals versus rollovers, and avoid common (and often expensive) mistakes. 

True Blue Financial is not affiliated with Corewell Health or its employee retirement benefits provider.

Schedule your Free Consultation​

Choose a time that works for you to speak with one of our financial advisors—either in person or over the phone.

True Blue Financial Benton Harbor, MI office

Visit Our Benton Harbor Office!

Our office in Benton Harbor is open to serve you. Schedule an in-person appointment with us today.
667 W Main St Suite A
Benton Harbor, MI 49022
Hours:
Monday-Friday 8:30 a.m. — 5 p.m.