Bliss & Thompson Financial Services

Bliss & Thompson Financial Services As an independent financial services firm, our values are everything and we have the ability to offer our client choices.

Choices in products and services that fit them comfortably.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
08/31/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
08/28/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

08/26/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

Lifestyle inflation can be the enemy of wealth building.
08/24/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
08/21/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/19/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
08/17/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

08/14/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Consider a bucket plan to go with your bucket list.
08/12/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Address

3409 Veterans Drive Suite #1
Traverse City, MI
49684

Opening Hours

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

Telephone

+12319336250

Website

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