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
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.
Corewell offers extensive—and sometimes complicated—benefits packages. We’ll explain everything you need to know.
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.
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.
Your Corewell benefits guidebook is over 60 pages long. We’ll explain every page to you and how you can utilize each factor.
We offer easy-to-use tools and software that you can use any time to check your account balances, ask questions, and more.
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.
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.
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:
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.
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.