Life events often change your plans—and your financial situation. The more milestones you pass, the more complicated things can get, but that doesn’t mean your financial plan needs to be overly complex. Our team provides thorough, uncomplicated financial guidance that can help you work toward your objectives as clearly as possible.
Financial Planning Services…
Let’s work together to evaluate your needs and help you pursue your financial goals.
Our first conversations with you will include questions about your current financial status, your goals, and your current approach to your finances.
Once we have a full understanding of your goals and realities, we’ll start building a strategy that drives you forward.
Our work isn’t done when we hand off your strategy. We will continue to meet with you as often as needed to help you stay on track.
Put your hard-earned finances to work for you in retirement and beyond with True Blue’s financial planning services. Whatever bumps in the road or detours are ahead, we’ll keep a steady hand on the wheel.
We will always keep you in the loop on your portfolio so you don’t need to constantly monitor your finances. Our goal is to keep you well-informed and comfortable in your wealth management strategy.
You might have a vision for the future but need help filling in the details. Our team helps you determine the saving, spending, and lifestyle goals that make sense for you.
A lot of life’s major events are expected, while others take you by surprise. With advanced projections we help you prepare for both.
You get to enjoy your life because a professional is always staying on top of life changes and economic shifts. If we sense changes coming, either in your life or in the market, we preemptively prepare options for you before you even have to ask.
If you are a parent, you want to give your child the best opportunity for success, and for many, attending a university or college is that opportunity. Sadly, it doesn’t take a degree in finance to see the cost of college continues to rise. If your child is nearing college age, consider a few things as you plan financially for this important investment.
Our team of professional financial planners (and parents ourselves!) can help you navigate the increasingly complicated world of college planning using our tools and expertise.
Calculate how much you’ll contribute after scholarships and grants.
Discover tax-advantaged federal and state-sponsored savings programs, like the 529 plan.
You’ve taught your children to dream big and believe in their ability to overcome any obstacle. By investing wisely, you can help tackle the financial obstacles of funding their higher education—and pave the way for them to pursue their dreams. With resources like this college planning essential brochure and support from our team, it’s never too early (or too late) to start!
We all know what they say about the best-laid plans. That’s why True Blue not only helps you plan for your future, but also helps you protect it with insurance. We can save you time by shopping the best insurance rates and tailoring them to fit your needs.
We’ll help you with everything from the type of insurance you need to the underwriting process for the insurance company.
Our team will shop for the best rates from dozens of the nation’s top insurance carriers, all in one place.
Rest assured knowing that you have effective insurance at the best price.
Our team will help you navigate the ins and outs of your insurance plan, including what kind you need, how much coverage you’d benefit from, and what policies fit best with your budget.
Whether you have just welcomed a new baby or have lost a spouse, major life transitions can have significant financial consequences. Make sure you’re prepared—use our free life event checklist to stay on track.
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.
