General Financial Services, Inc.
Your Mt. Pleasant, Michigan Partner for Greater Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At General Financial Services, Inc., we we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Learn when it may not make sense to file a claim on your home insurance.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There are common mistakes you can avoid when saving for retirement.
For some, the social impact of investing is just as important as the return, perhaps more important.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Marriage changes everything, including your insurance needs.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When should you take your Social Security benefit?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.