Main Street Investment Group
Helping Everyday People Succeed
Advocating For You
Meet with an Advisor to get Started
It’s Your Future:
Build a Financial
Picture That Fits
Saving for retirement? Buying a home?
Paying for college? Eventually, we all hope to be able to manage some of these goals.
Our experienced advisors at Main Street Investment Group are here to help you manage your goals while successfully and comfortably navigating the financial challenges that arise in every stage of life.
YOU DON’T JUST NEED A MONEY MANAGER
You Need a Financial Partner, For Life
Who you are is about so much more than the money you’ve made – you have loved ones to care for, a future you’re looking forward to and exciting milestones ahead. While you’ve done well for yourself, your financial complexities have grown and so has the need to partner with someone who just gets it.
Instead of telling you what to do with your money, we believe in becoming a valued and supportive part of your life. In our commitment to you, we vow to do what we believe is in your best interest, always. By putting your faith in us, we repay you with advice drawn from decades of experience and our passion for helping others realize, plan for and pursue their goals.
Our Comprehensive Financial Planning Services Include
DO YOU KNOW YOUR RISK NUMBER?
We’re Taking the Guesswork Out of
Your Financial Future
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Together we’ll:
Capture Your Unique Risk Number®
Align Your Portfolio
Define Your Retirement Goals
The Financial Planning Process (Virtual or In-Person)
Let’s get to know each other. At this meeting, you’ll visit with the Main Street Investment Group advisor of your choice and share with us what is truly important to you and your family. This meeting can be virtually or in person. We’ll review your current financial situation, critical events (retirement or paying for college, for example) on the horizon and discuss your goals. Consider this meeting a bit of discovery — we’ll complete an extensive questionnaire to get your full financial picture and determine your risk tolerance. There are no right or wrong answers at this meeting, just an opportunity to begin to customize your future financial plan.
Now that we’re comfortable, this meeting will allow us to present you with a custom financial plan, complete with recommendations for how to best pursue your financial goals. We’ll discuss the implementation and monitoring stages of the plan, we’ll educate you on what we think the most appropriate investment strategies for you are, and we’ll share with you the details about how to work the plan, including what we need from you. You’ll leave this meeting with a personalized financial plan developed using a program called “Wealth Vision.” You’re invited to ask questions and thoroughly review the plan and then decide if you want Main Street Investment Group to be your financial advisor. If so, we’ll move forward with a third meeting. If not, you’re free to keep searching for a fit with no fee for services from us.
As we move forward, this meeting will serve as an opportunity to dot the Is and cross the Ts. We’ll help you finish up any paperwork and answer any new questions that have arisen. This meeting can be done in person or remotely with electronic signing — as we know your time is valuable.
Whether you want to hear from us a lot or not, Main Street Investment Group is committed to keeping our clients in the loop. We have clients that visit our offices as often as quarterly and as infrequently as annually. We’ll work with you, based on the complexity of your financial situation and your need to understand what’s happening, to determine how often we’ll meet for account reviews. And all along the way, we’ll be monitoring your plan, educating ourselves and keeping on top of what’s going on in the financial world, so you don’t have to.