Bliss & Thompson Financial Services
What does being ready for your future mean? It is different for every client. Some clients need to plan on providing funding for education for their children. Others need to have a plan in place to accumulate as much money as possible for their retirement. There are clients who have accumulated their retirement money but now need help in making sure that it will last for the full course of their r
What does being ready for your future mean? It is different for every client. Some clients need to plan on providing funding for education for their children. Others need to have a plan in place to accumulate as much money as possible for their retirement. There are clients who have accumulated their retirement money but now need help in making sure that it will last for the full course of their retirement years. We can help you decide what being ready for your future means to you and help you put together a plan to achieve those goals you want to achieve. How much cash should you keep in quick access accounts? What about managing credit cards, car payments, mortgage and other debt payments? We offer comprehensive monthly budget planning plus long term planning to help increase your assets and financial security. This includes personal & family financial planning. Programs to support education, retirement and special needs. And consultation on major life transitions and emergencies such as inheritance, divorce, disaster and major illness.
Address: 1020 Hastings Street, Suite 105, Traverse City, Michigan 49686 USA
Phone: +1 231 933 6250
FAX: +1 231 933 0335
