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Welcome To Honor Investment Services

At Honor Investment Services, we understand that individuals face unique challenges as they prepare for retirement and beyond. Our team of financial representatives can help take the mystery out of preparing for tomorrow. Whether your goal is simply preparing for retirement, college savings, or even estate strategy, our personal, one-on- one service focuses on your needs, wants, and financial goals.

You’ll find that our site is filled with educational videos, informative online presentations, current articles, financial calculators and more! It’s not a just a website, rather a learning center designed to help you better position yourself financially for tomorrow. We encourage you to explore our site and learn about all our services. Feel free to contact us to schedule a complimentary consultation.

Get To Know Our Team

Tim Bailey

Tim Bailey | LPL Financial Planner
Coverage Area: Allegan, Battle Creek, Berrien Springs, Coldwater, Decatur, Dowagiac, Kalamazoo, Paw Paw, Plainwell, Portage, and Wyoming areas.
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photo of loren cunnington

Loren Cunnington | LPL Financial Advisor
Coverage Area: Baroda, Benton Harbor, Buchanan, Coloma, Hartford, Niles, South Haven, St. Joseph, and Stevensville areas.
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photo of pete munson

Pete Munson | LPL Financial Advisor
Coverage Area: Gwinn, Negaunee, Marquette, and all of Michigan's Upper Peninsula communities.
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Helpful Content

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

 

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Surprises

Making the most of surprises is a great reason to work with us.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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