At True Blue Financial, we take a comprehensive approach to your finances. If you have questions about any aspect of your financial picture—from retirement to insurance to college planning—we have answers. Our goal is to offer uncomplicated professional advice no matter your walk of life. Here’s what you can expect from each of our services:
We take the time to explain complex matters in accessible ways so you never have to second-guess our partnership.
We’re devoted to you because you deserve a professional who takes your financial picture seriously.
Our clients delegate to us without reservation because of our sound reputation and simple, professional advice.
Your financial picture gets more complicated as you get older. With a clear financial plan, you can be confident that you’ll have what you need, when you need it.
There are no do-overs in retirement. Define your objectives for retirement—your hopes, dreams, and financial goals—and create a comprehensive plan that helps get you there.
No two investment portfolios are the same—how do you know which investments are right for you? Our goal is to be your trusted advisor and to help you evaluate your risk tolerance, define your needs, and craft your portfolio.
Make more of a difference for the causes you care about. Discover tax-advantaged strategies for charitable giving, including making charitable contributions out of your retirement accounts and setting up charitable trusts or donor advised funds.
Annual taxes are a vital piece of your bigger financial picture. We offer tax planning services to help you plan for this tax year and each one to come.
Knowing which insurance plans are best for you and your family can be difficult. We’ll help you craft a plan and shop for the appropriate coverage that can safeguard you, your loved ones, and your assets.
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.
