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3409 Veterans Drive
What does being ready for your future mean? It is different for each and every person. Our business is built on a foundation of thoughtful client conversations and relationships. We can help take the mystery out of preparing for your future. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, desires, and long-term goals.
4 Elements of an Estate Strategy
Once Upon a Goal
Years of experience have prepared us to help guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Steven L Bliss, founder of BTFS, has been serving clients in Northern Michigan for over 36 years. All of the advisors at Bliss and Thompson Financial Services are dedicated to helping families plan for their own unique future.
Individuals today are faced with incredible challenges that require very specific planning. Challenges such as estate conservation, minimum distribution requirements, social security taxes and medicare are all growing needs. Decisions that individuals make today, will greatly affect the financial future of the individual and in many cases the heirs to follow. What you do today creates your "Retirement Reality" in the future.
The professionals at BTFS are equipped to deal with those challenges and can help in the planning needs for the future. We understand the issues that families face and are dedicated to helping with those decisions. We are focused on helping you grow and preserve your retirement income.
Neither FSC Securities Corporation nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.
When you first meet with us, it will happen on your terms. From the time to the location, our goal is to help you feel comfortable. At our initial meeting, we will gather information by asking questions, reviewing your financial documents and helping you identify your goals.
At our next meeting, we will present to you a uniquely designed financial plan. This plan will include recommendations for the investment of assets, budgetary considerations and retirement projections that could affect you. We will take as much time as necessary to ensure you understand your plan as well as our suggestions and strategy. We encourage you to be an integral part of this process, asking any questions or making suggestions as you see fit.We never rush this process as it is the cornerstone of your future.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values nor is past performance a guarantee of future results.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.