Women face unique challenges in their financial lives. A majority of women will outlive their spouses. They might even sacrifice many working years for their children, and continue to support them when the nest is empty. At True Blue, we understand these unique challenges—and have walked alongside many women as they’ve navigated them.
Gain more confidence in your financial future with us. Create a plan that helps you face every challenge as it comes.
We want to know all about your current life stage, your family, your financial history, and what makes you, you!
We’ll partner with you and build a financial plan that makes sense for your circumstances.
No matter what life brings your way, you’ll have a plan that will steer you in the right direction.
The future can be full of unknowns, especially if you are transitioning out of your career or navigating life without your spouse. At True Blue, we strive to be a partner you can count on to help you navigate the unknowns.
After big transitions like illness or the loss of a spouse, your financial future can feel uncertain. We’ll help you create an uncomplicated plan that drives you forward with more confidence than ever before.
From tax preparation to insurance planning, our team of professionals can support you in every aspect of your financial life.
If you’ve never managed your own finances before, we make it easy to access and manage retirement accounts, view statements and messages from our office, and more—all in real time.
You don’t have to be an investment expert in order to have confidence in your financial plan. We’ll help you build an investment portfolio that makes sense for your stage of life and risk tolerance.
Women typically live longer than men, they consistently face higher healthcare costs, and they often earn less than men during their working years which means women face some unique financial planning challenges. We will help you design a strategy that helps close the gender retirement gap with strategies such as starting your savings early, navigating the “singles tax”, help to maximize your Social Security later, and making sure your risk matches your goals.
Yes! There are several strategies to help you maximize your Social Security benefit depending on your marital status, but the rules can be confusing and timing is important. Understanding your options is key as each situation is different. We’ll help explain your choices and the many variables to consider.
Life events often change your plans, your aspirations, and your financial situation. We understand that financial planning is a living, breathing process that requires ongoing monitoring, updating, and dialog. It’s a journey. Not a destination. And we want to be your financial partner every step of the way.
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.