True Blue Financial, A Registered Investment Advisor

True Blue Financial, A Registered Investment Advisor Bringing Confidence to Your Entire Financial Future You can count on us to put your interests front and center when we craft your financial plan.

True Blue Financial is a financial advisory firm that’s by your side when it matters most—when the markets shift, your goals change, or when complex questions arise. We've helped thousands of Southwest Michigan families—many of whom are Whirlpool, Corewell Health, or AEP employees or retirees—manage their wealth effectively. We’d love to help you manage yours! Our main office is located at 7889 Re

d Arrow Highway in Stevensville, Michigan, with a second office located at 667 West Main Street in Benton Harbor, Michigan. However, we are also willing to travel to meet you at a convenient location of your choosing, set up a virtual meeting, or just chat over the phone. We encourage you to explore our website https://www.trueblue.financial/ and learn more about our retirement, investment and tax planning services. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Tax/accounting/CPA related services offered through True Blue Tax DBA True Blue Financial. True Blue Tax is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services. Third party posts found on this profile do not reflect the views of LPL Financial or True Blue Financial and have not been reviewed by LPL Financial or True Blue Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.trueblue.financial

🍁A new season is just around the corner.🍁 Summer may be winding down, but there’s still time to get ready for what’s ahe...
08/27/2026

🍁A new season is just around the corner.🍁

Summer may be winding down, but there’s still time to get ready for what’s ahead.

Before the calendar fills up with autumn activities, take a moment to check in on your financial goals, get organized, and make sure your plans are still on track.

A little preparation now can help you head into autumn with confidence and clarity.

School expenses don't stop after buying notebooks and backpacks. As you prepare for the new school year, don't forget to...
08/21/2026

School expenses don't stop after buying notebooks and backpacks.

As you prepare for the new school year, don't forget to budget for:

• School lunches
• Sports and extracurricular activities
• Technology needs
• Transportation
• School events and field trips

Looking ahead at these costs can help prevent unexpected expenses later in the semester.

Back-to-school sales can be helpful, but only if you're shopping with a plan. Before heading to the store: • Make a shop...
08/11/2026

Back-to-school sales can be helpful, but only if you're shopping with a plan.

Before heading to the store:

• Make a shopping list.
• Compare prices between retailers.
• Take advantage of tax-free shopping days if they're available in your state.
• Buy only what your student will actually use.

Sales can be an opportunity to save money, but impulse purchases can quickly offset those savings.

Congratulations to Micah and his wife, Maggie, on their marriage this past May! We are so happy for the newlyweds as the...
08/06/2026

Congratulations to Micah and his wife, Maggie, on their marriage this past May!

We are so happy for the newlyweds as they begin this exciting new chapter together. Wishing Micah and Maggie a lifetime of love, laughter, and many wonderful memories. Congratulations from the True Blue Financial family! 🤍

Saving is a long-term habit, and the middle of the year is a good time to see how you're doing. Consider reviewing: • Yo...
08/04/2026

Saving is a long-term habit, and the middle of the year is a good time to see how you're doing.

Consider reviewing:

• Your emergency savings
• Retirement contributions
• College savings
• Vacation or holiday savings
• Other long-term financial goals

If you're ahead of schedule, you may decide to increase your contributions. If you've fallen behind, there's still plenty of time to make adjustments before year's end.

Life rarely stays the same for an entire year.A new job, retirement, marriage, welcoming a grandchild, buying a home, or...
07/30/2026

Life rarely stays the same for an entire year.

A new job, retirement, marriage, welcoming a grandchild, buying a home, or caring for aging parents can all affect your financial picture.

Midyear is a good opportunity to ask:
• Have my financial goals changed?
• Has my income changed?
• Have my healthcare or insurance needs changed?
• Does my retirement plan still reflect where I am today?

Is your financial future suddenly less clear?  A lot of scenarios can cause “money in motion”—buying or selling a house,...
07/28/2026

Is your financial future suddenly less clear?

A lot of scenarios can cause “money in motion”—buying or selling a house, getting hired or getting fired, marrying or separating, new life or a passing. Some of these situations are joyful, others are painful.

Regardless, money in motion almost always brings some level of stress.

If your financial future is feeling more uncertain, our team is in your corner, ready to help. Let’s make the future a little more clear!

When money is in motion, lots of things can feel uncertain.  Whether you’re facing a layoff, the loss of a spouse, or ot...
07/23/2026

When money is in motion, lots of things can feel uncertain.

Whether you’re facing a layoff, the loss of a spouse, or other financial challenges, you’re facing a lot of decisions you’ve never faced before. It’s easy to approach these situations as though your glass is half empty and you’re struggling to fill it back up.

At True Blue Financial, we encourage our clients to first see the “half full” part of their glass. We start with what they have and build from there. You’d be amazed at what you can do with the resources already at your disposal.

If you’re wondering how to navigate money in motion, we’re here to help!

July is National Parks & Recreation Month! 🏕️🌲 Make sure to step outside, soak up some sunshine, and enjoy the beautiful...
07/21/2026

July is National Parks & Recreation Month! 🏕️🌲

Make sure to step outside, soak up some sunshine, and enjoy the beautiful parks and outdoor spaces around you. ☀️

Geopolitics, Federal Reserve policy, and AI are reshaping markets, and volatility may persist throughout 2026. Learn how...
07/19/2026

Geopolitics, Federal Reserve policy, and AI are reshaping markets, and volatility may persist throughout 2026. Learn how LPL Research is positioning portfolios for the second half of 2026. Read the full midyear outlook here:https://www.trueblue.financial/wp-content/uploads/2026/07/midyear-outlook-2026-report.pdf

Address

Benton Harbor, MI

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12699822710

Alerts

Be the first to know and let us send you an email when True Blue Financial, A Registered Investment Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to True Blue Financial, A Registered Investment Advisor:

Shortcuts

Share