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.
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.
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.
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.
The staff at Main Street Investment Group boasts of more than 100 years of combined experience
Offering Tailored Strategies to Help Put Them to Rest
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.
Main Street Investment Group and LPL Financial do not provide legal advice. Please consult your legal advisor regarding your specific situation. You are under no obligation to use the services of any recommended professional, and may choose any qualified professional to provide legal services. The recommended professional and their services are not affiliated with LPL Financial and Main Street Investment Group.
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.
Main Street Investment Group and LPL Financial do not provide legal advice. Please consult your legal advisor regarding your specific situation. You are under no obligation to use the services of any recommended professional, and may choose any qualified professional to provide legal services. The recommended professional and their services are not affiliated with LPL Financial and Main Street Investment Group.
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:
Step One:
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.
Step Two:
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.
Step Three:
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.
Step Four:
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.
Whether you have a few more questions about our firm or you’re interested in seeing if we’re right for you, simply fill out the form below or ask to schedule your free consultation today. We will reply quickly.
Address:
Main Street Investment Group
130 N. Woodbury Rd
Pitman, NJ 08071
Contact:
856-218-0080
Office Hours:
9am – 5pm Mon – Fri
Address:
Main Street Investment Group
130 N. Woodbury Rd
Pitman, NJ 08071
Contact:
856-218-0080
Office Hours:
9am – 5pm Mon – Fri
Address:
Main Street Investment Group
130 N. Woodbury Rd
Pitman, NJ 08071
Contact:
856-218-0080
Office Hours:
9am – 5pm Mon – Fri
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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residences of the states in which they are properly registered or licensed. No offers may be made or accepted from any residence of any other state.
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