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.
Learn about the importance of having an estate strategy in this helpful and informative video. 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.
Learn about the importance of having an estate strategy in this helpful and informative video. 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.
Services
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.
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.
Here at Bliss and Thompson Financial Services, we take the time to fully understand your personal financial situation and your current and future needs to develop a financial plan that is specifically for you. Part of the plan is to make recommendations which we are steadfast in our commitment to put your best interests first - without exception.
As an independent financial services firm, our values are everything and we have the ability to offer our client choices. Choices in products and services that fit them comfortably. Our values guide every client interaction, plan creation and personal recommendation that we offer. Integrity - Our personal and professional lives are guided by our fundamental belief in acting in our client's best interest.
We are confident that with our life experience, our understanding of personal finance and our training as financial professionals, we can help people better prepare for their future. We have developed a reputation for educating our clients in personal finance so that they can pursue their financial objectives more confidently.
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