Putting the "Personal" back in Personal Financial Advisors
Navigate Your Financial Future With Confidence and With a
LOCAL, EXPERIENCED PARTNER!
About us…
At TruNorth Financial Services, we believe that everyone deserves access to a plan for their dream retirement. That's why we offer a comprehensive range of investment services to individuals and families.
Our Services
Annuities
Secure your future with our annuities, providing stable income streams for a retirement filled with peace of mind and financial security.
Life Insurance
Protect your loved ones with our comprehensive life insurance plans, ensuring financial support and comfort in times of need.
Long Term Care
Plan ahead with our long-term care strategies, designed to safeguard your assets and provide care where and when you need it most.
Retirement Income Planning
Navigate your retirement confidently with our personalized income planning services, tailored to optimize and sustain your financial resources.
What Are Our Customers Saying ?
I've been working with Steve for several years now, and I'm so happy with the results.
Linda Shoreham
I was feeling overwhelmed with my finances, the team at TruNorth helped me to get everything on track.
Tami J.
Our Leadership Team
Steve Gordon
CEO
Rob Trube
CMO
Heidi Schindlbeck
CFO
FAQS
What are your fees?
Our advisor's services to you are at no charge, however some of our product fees vary depending on the type of product and the provider. We will discuss fee structures with you in detail before any investment.
What are your investment strategies?
Our advisors use a variety of investment strategies, depending on our clients' individual needs and goals. We specialize in annuities, life insurance, long term care strategies, and other investment products.
How often will you communicate with me?
We will communicate with you as often as you need or want. We hold regular meetings with our clients to review their portfolios and make adjustments as needed. We also provide our clients with regular market updates and investment insights.
Get In Touch
41850 West 11 Mile Road
Novi, MI 48375
(888) 910-8677
