Whether you work for one of Michigan’s top employers like Corewell Health or AEP, or you are a lifelong Southwest Michigan resident, True Blue Financial can serve your unique financial needs. From retirement planning to annual tax preparation, our team is equipped to serve you no matter what the road ahead looks like.
No two financial plans are built the same. We believe in taking a personal approach to your plan—one that keeps your dreams and goals in mind at every step.
With monitoring software and easy-to-access tools, you can check in on your plan anytime you want—and you’ll always have a professional in your corner to consult with.
At True Blue Financial, we desire for our partnership with you to last generations. We won’t just set and forget your plan—we’ll constantly monitor it and help you and your family navigate each milestone.
There’s no need for you to micromanage your own accounts. We’ll keep an eagle eye on your financial plan and make proactive recommendations based on outlooks and trends we notice.
Every family and individual we work with at True Blue has unique realities, needs, and dreams. With our years of experience and full team of professionals, we can help you customize each part of your financial picture in a way that points you confidently toward the future.
You have big dreams and goals for retirement. True Blue wants to help you make that a reality. We’ll help you meticulously plan for your retirement so you can continue to thrive even in your spending years.
At True Blue Financial, our whole staff is experienced in serving women and the unique challenges they may face with their finances. From life insurance planning to marriage or divorce, we will help you create the future you deserve.
As a Whirlpool employee, you’ve spent your career providing essential everyday products for families to keep their households running. Now, your retirement plan deserves the same amount of care. Our team is experienced in partnering with Whirlpool employees to help them make key retirement decisions.
You’ve worked hard as an AEP employee to provide power to homes and businesses across the United States. We’ll help you power your own future with a comprehensive retirement plan that takes advantage of the AEP benefits available to you.
Your financial plan needs regular checkups. True Blue will help you create a healthy retirement plan so you can enjoy your spending years after dedicating your career to Corewell Health.
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.
