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
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.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
View all articles 
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
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.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.