True Blue Financial Benton Harbor

Welcome to True Blue Financial Benton Harbor, your trusted partner for comprehensive financial planning and investment management. Located at 667 West Main Street, Benton Harbor, Michigan, we proudly serve Southwest Michigan and beyond with independent, client-first financial wisdom. As a Registered Investment Advisor, we are dedicated to helping you navigate the complexities of financial markets, life changes, and unexpected events with confidence.

Our seasoned team of financial planners, investment advisors, retirement counselors, and certified accountants work collaboratively to address all your financial needs under one roof. We offer a wide range of services, including asset allocation planning, retirement income strategies, tax planning, insurance needs analysis, and more. Our expertise extends to specialized guidance for employees of AEP, Whirlpool, and Corewell Health, ensuring tailored advice that integrates your employee benefits into your broader financial picture.

At True Blue Financial, we understand that life is dynamic and ever-changing. Whether you're facing market volatility, entering a new stage of life, or contemplating retirement, we are here to help you figure out where you want to go and how to get there. Our client-first approach means we prioritize your interests above all else, offering unbiased advice and solutions tailored to your unique situation.

We pride ourselves on making complex financial matters approachable, without the high-pressure sales tactics. Our commitment to exceptional service and quality is at the heart of everything we do. As an independent firm, we have the freedom to offer a diverse range of products and services, ensuring you receive the highest standard of care.

Whether you're local or across the country, our commitment to technology ensures we stay connected, offering virtual meetings and digital solutions to manage your finances effectively. Trust starts with a simple conversation—let's talk about your goals and how we can help you achieve them.

Discover the True Blue difference today. Contact us to schedule a consultation and start your journey towards financial confidence. For more information, visit our website or check the background of your financial professional on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial, a registered investment advisor and Member FINRA/SIPC. Tax and accounting services are provided by True Blue Tax, LLC, a separate legal entity not affiliated with LPL Financial.