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
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Business Cycle
How will you weather the ups and downs of the business cycle?