True Blue Financial
We offer specialized financial guidance for employees of AEP, Whirlpool, and Corewell Health, helping them integrate their employee retirement offerings into their greater financial picture. For AEP employees, we navigate pension decisions, including the choice between lump sum and annuity options. Whirlpool employees benefit from our strategies surrounding non-Roth 401(k) plans and early retirement offers. For Corewell Health employees, we focus on maximizing their 403(b) plans and exploring in-service distribution options. Our expertise in these specific company benefits ensures tailored advice for your unique financial needs.
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- Financial Planning
- Retirement Planning
- Investment Management
- Charitable Giving
- Tax Planning
Sentiment Analysis
We have such trust in them and feel that peace of mind you hope for when you seek financial guidance.
As a recent graduate and career changer, it would have been easy to view professional financial planning as a luxury meant for “other” people - people closer to retirement, or in a higher income bracket, or who just collected a large inheritance.
Ever since moving my retirement assets to Luke Brown and his fanstastic team at True Blue Finanacial, I have renewed confidence in financial planners and the value of the service they provide.
There are so many things to choose from and our advisor, Nicole Coar, was amazing at helping us find what best suited our needs/wants.
True Blue Financial is a fantastic organization of professional Financial Advisors.
I feel she looks out for me financially and trust she gives me financial guidance that will best fit my needs.
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