TRUE Community Wealth Management

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TRUE Community Wealth Management Plan for your future with our Wealth Advisors Terry French and Joe Denis.
517-784-7101 X 4305 Terry can be reached at 517-784-7101 EXT 4128. Member FINRA/SIPC.

TRUE Community Wealth Management was founded with the goal of assisting our members in every aspect of their financial lives. For each of our members we strive to help create financial stability and security to provide financial independence. Terry French is located at our Main Office on Clinton Road and services Spring Arbor Road, Mason, Parnall Road, Parma, Downtown Jackson, and Vandercook Lake Branches . Email: [email protected]
Joe Denis is located at our Ypsilanti Office on S Mansfield and services Whittaker, Saline, Grass Lake, and Brooklyn Branches. Joe can be reached at 517-784-7101 EXT 4132 Email: [email protected]

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. finra.org sipc.org. Insurance products are offered through LPL or its licensed affiliates. TRUE Community CREDIT UNION are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TRUE Community Wealth Management, and may also be employees of TRUE Community CREDIT UNION. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TRUE Community CREDIT UNION or TRUE Community Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/16/2026
Over age 50? You may be able to catch-up on retirement.
10/14/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

10/12/2026

Columbus Day falls on the second Monday of October. Just a reminder that banks and government offices close for the day.
We will be back in the office tomorrow October 13th!
Please call 517-784-7101 Ext 4305 and leave us a message and we will return your call!

🏈 Football is back, and so is everything that comes with it.A new season means fresh storylines, surprise contenders, an...
10/10/2026

🏈 Football is back, and so is everything that comes with it.

A new season means fresh storylines, surprise contenders, and those moments you just can’t script. Whether you’re locked in from the opening coin toss or just showing up for the company and the snacks, game day has a way of bringing people together.

Fire up the grill. Find your seat. The season is here. đŸ’Ș

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial realit...
10/06/2026

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial reality.

The oldest members of the generation will turn 62 next year, the earliest age to claim Social Security. At the same time, many are approaching retirement with limited savings and fewer pensions than previous generations had.

The median Gen X retirement savings balance is about $107,000, while members of the generation estimate they’ll need roughly $700,000 for retirement. Social Security may also become an increasingly important source of income, with 41% of workers over 55 saying they expect it to be their primary source in retirement.

That gap is prompting some Gen Xers to rethink when they’ll stop working, how much they may need to save, and what retirement could realistically look like.

If retirement is getting closer, this may be a good time to review your savings, expected Social Security benefits, and other sources of retirement income.


Source:

Millions of Generation X Americans expect to depend on Social Security as their main — or only — source of retirement income.

October is Breast Cancer Awareness Month.We take this time to honor the strength of those who have faced a diagnosis, su...
10/02/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

Wondering what to tell your financial pro? Check out this quick video for guidance!
09/24/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Address

1100 Clinton Road
Jackson, MI
49202

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 5:30pm

Telephone

+15177847101

Website

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