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General Financial Services, Inc.

524 Mosher Street, Suite 100
Mt Pleasant, MI 48858

877.263.9089

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Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

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

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Rightsizing for Retirement

What does your home really cost?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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