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General Financial Services, Inc.

524 Mosher Street, Suite 100
Mt Pleasant, MI 48858

877.263.9089

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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

General Financial Services, Inc.

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.

Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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