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 with a goal 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 | LPL Financial Planner
Coverage Area: Allegan, Allendale, Battle Creek, Coldwater, Decatur, Dowagiac, Jenison, Kalamazoo, Paw Paw, Plainwell, Portage, and Wyoming areas.
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Loren Cunnington | LPL Financial Advisor
Coverage Area: Baroda, Benton Harbor, Berrien Springs, Buchanan, Coloma, Hartford, Niles, South Haven, St. Joseph, and Stevensville areas.
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Pete Munson | LPL Financial Advisor
Coverage Area: Gwinn, Negaunee, Marquette, and all of Michigan's Upper Peninsula communities.
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Helpful Content
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Pros and Cons of a NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Surprises
Making the most of surprises is a great reason to work with us.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When Markets React
When markets shift, experienced investors stick to their strategy.
Emerging Market Opportunities
What are your options for investing in emerging markets?