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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The federal government requires deceased individuals to file a final income tax return.
Gaining a better understanding of municipal bonds makes more sense than ever.
A change in your mindset during retirement may drive changes to your portfolio.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
There are three things to consider before dipping into retirement savings to pay for college.
Do you know these three personal finance sayings?
Do you have causes that you want to support with donations? Here are three tips.
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?