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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Regardless of how you approach retirement, there are some things about it that might surprise you.
What role would taxes play in your investment decisions?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Make your retirement as exciting as your next vacation.
Imagine your ideal post-pandemic retirement with this animated video.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Bucket lists don’t have to be for tomorrow.
A bucket plan can help you be better prepared for a comfortable retirement.