Meet with an Advisor to get Started
It’s Your Future:
Build a Financial
Picture That Fits
We offer financial planning, help with budgeting, investment strategies, creating retirement income, and tax planning.
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.
We Empower Those Who've
Always Worked Hard For Their Money
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.
What Financial Concerns Keep You Up at Night?
Offering Tailored Strategies to Help Put Them to Rest
Our Comprehensive Financial Planning Services Include
Whether you’re focused on preserving your wealth, obtaining income in retirement or leaving a legacy for your loved ones, we’re here to help you articulate, clarify and understand your investment goals. With you and your future needs at the forefront, we’ll develop a tailored investment plan built just for you. Using proper asset allocation, diversification, tax awareness and rebalancing, we’ll create a blueprint designed to help guide your financial life.
Between tuition, room & board, a laptop and more, planning for your child’s college education can feel both daunting and rewarding at the same time. The cost of a college education is continuously on the rise, and we aren’t always able to rely on scholarships or student loans to cover the expenses. Instead, we can help you and your spouse plan for a child’s education while addressing the tax advantages that can come with it.
We won’t sugar coat it - planning for your retirement is one of the most important and challenging processes you may encounter in your lifetime. The good news? We’ve helped hundreds of clients navigate their retirement income options, understand the lifestyle they want to live through retirement and find answers to their biggest questions. We’ll start by identifying your values and what matters most to you, then we’ll build a strategy based on this discussion. Moving forward, we’ll be your disciplined, guiding force in helping you live the lifestyle you desire in retirement.
Your whole life, and especially nearing retirement, you’ve worked hard to save, grow and preserve your assets. We want to make sure that when the time comes, those assets are distributed properly to your loved ones. We can help you understand what paths are available and connect you with a trusted professional who can create a structured plan seeking to carry out your wishes and minimize the burden of legal expenses and unnecessary taxation.
We don’t need to tell you that life can come with plenty of unexpected events. The problem is, many of these unforeseen circumstances often come with financial hardship. Having a plan in place to relieve some of the burdens and provide peace of mind is something we’re able to help you with. Together, we can conduct a comprehensive analysis of your current coverage and discuss what options may be beneficial for you to consider.
Offering a retirement plan is a valuable benefit that impacts the present and future lives of your employees, and it shows them you care. Providing employees with this benefit can also bring significant tax advantages to small business owners. As we work together, we’ll show you how easy it can be to set up a plan that suits your needs while working to grow your business.
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
Interested in Working Together?
Here’s What You Can Expect
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.