Bliss & Thompson Financial Services

At Bliss and Thompson Financial Services, we believe that every individual deserves a personalized approach to achieving their financial goals. With years of experience and a dedication to honesty, integrity, and trust, our team of experienced professionals is committed to helping you navigate the complexities of financial planning.

Our Mission

Our mission is to provide thoughtful client conversations and relationships that help you prepare for your future. We understand that every person's goals and needs are unique, and we take the time to understand your desires, goals, and values to create a personalized strategy that is tailored to your individual circumstances.

Our Services

We offer a wide range of services designed to help you achieve your financial objectives. From retirement planning to estate conservation, investment management to tax planning, we have the expertise and resources to help you grow and preserve your wealth. Our team is dedicated to providing you with a personalized experience that is centered around your needs and goals.

What We Do

We create strategies that are tailored to your needs and goals. Whether you're looking to build wealth, protect your family, or preserve your assets, our team is dedicated to helping you achieve your financial objectives. We take the time to understand your unique circumstances and develop a personalized plan that is designed to help you achieve your goals.

Who We Are

Our team of experienced professionals is dedicated to helping families plan for their unique future. With years of experience and a commitment to honesty, integrity, and trust, we are equipped to deal with the challenges that individuals face today. From estate conservation to social security taxes and medicare, we have the expertise and resources to help you navigate the complexities of financial planning.

Experienced Professionals

Following in the footsteps of Steven L Bliss, founder of BTFS, who served clients in Northern Michigan for over 36 years, our team is dedicated to helping families plan for their own unique 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.

Personalized Experience

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.