True Blue Financial, A Registered Investment Advisor

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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 Red 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

Life changes, and so should your financial plan. Think about everything that may have changed over the past few years: •...
09/24/2026

Life changes, and so should your financial plan. Think about everything that may have changed over the past few years:

• Retirement may be getting closer.
• Your investment accounts have grown.
• Your family may have welcomed grandchildren.
• Healthcare costs may have changed.
• Your goals may look different than they did five years ago.

A financial plan isn't something you create once and put on a shelf. Reviewing your plan regularly allows you to adjust as your life evolves and helps ensure your strategy continues to reflect what's most important to you.

🍂 Happy first day of fall! 🍁As the seasons change, it’s a great time to pause, enjoy the little things, and prepare for ...
09/22/2026

🍂 Happy first day of fall! 🍁

As the seasons change, it’s a great time to pause, enjoy the little things, and prepare for the months ahead.

Whether you’re reviewing your financial goals or making sure your plans are still on track, True Blue Financial is here to help. Give us a call at 269-982-2710 to get started.

What are you looking forward to this fall?

For many people, the biggest question isn't how much they have saved for retirement. Their question is how they will tur...
09/17/2026

For many people, the biggest question isn't how much they have saved for retirement. Their question is how they will turn those savings into income. This piece is often missing from retirement plans.

Retirement often means replacing a regular paycheck with multiple income sources, which may include:

-Social Security
-Retirement accounts
-Investment income
-Pension benefits
-Personal savings

Knowing when and how to use each source can make a meaningful difference throughout retirement.

A thoughtful income strategy considers your lifestyle, taxes, spending needs, and long-term goals.

Retirement readiness is defined by how well you’re prepared for your spending years.  As you get closer to retirement, a...
09/15/2026

Retirement readiness is defined by how well you’re prepared for your spending years.

As you get closer to retirement, ask yourself a few important questions:

• Do I know how much income I'll need each month?
• Where will that income come from?
• Have I planned for healthcare expenses?
• Do I have a strategy for taxes in retirement?
• Am I confident my savings align with my retirement goals?

If you answered "I'm not sure" to any of these questions, you're not alone, and you also don’t have to stay there. There’s no wrong time to start retirement planning. Start seeking the answers to these questions today.

🇺🇸 Happy Labor Day! 🇺🇸Today we celebrate the hard work, dedication, and contributions of all workers.Whether you're spen...
09/07/2026

🇺🇸 Happy Labor Day! 🇺🇸

Today we celebrate the hard work, dedication, and contributions of all workers.

Whether you're spending the day relaxing, enjoying time with family, or getting ready for another busy week, we hope you take some time to appreciate all that your hard work makes possible.

From all of us at True Blue Financial, have a safe and happy Labor Day! 💙

🍁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! 🤍

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

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