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Roadmap to Retirement - 5 Phases. Which phase applies to you?

It?s never too late to rethink or have a professional look at your current retirement strategy. At Main Street Wealth Group, we can help you put together a personalized retirement strategy at any phase.

Education Planning

College Planning

In addition to quantifying a total funding need, we develop cost-effective and tax-efficient strategies to help parents and grandparents address education-funding goals. We consider the tax implications, time frame, and risk-tolerance levels of the client. The final step is evaluating the myriad potential savings vehicles to identify the optimal combination for our clients? needs.

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Tax Planning

Taxes

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. A strategy built to maximize your benefit and minimize your burden. Effective tax strategies don?t just happen at tax time. They require year-round attention. And maximizing your benefit doesn?t always mean getting a maximum return at the end of the year.

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Insurance Planning

Insurance

What events could jeopardize your financial security? How have you prepared to handle those events should they occur? We analyze clients? risk-management programs and develop strategies to address potential gaps or unforeseen risk exposures.

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Estate Planning

Estate Planning

Estate planning is one of those topics that most people would rather not talk about. After all, it involves at least two subjects ? death and taxes ? that are not too pleasant to ponder. Yet, estate planning is actually one of the most important and fulfilling steps anyone can take on behalf of his or her family.

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25 Years Of Investment Management And Financial Planning*

For over 25 years, we have been dedicated to helping you preserve and grow your assets and investments in the most tax efficient way, in pursuit of financial confidence. We are 100% focused on listening, and helping simplify your financial life. We help you comprehensively plan for all life goals: We are here from start to finish, and as life changes, we work proactively to help

you make the necessary financial adjustments along the way. Your assets and investments are the engine within your plan: Our experienced and knowledgeable team utilizes the most dynamic investment strategies, with a disciplined approach to provide a more stable investment experience.



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We Strive To Be Your Trusted Advisor

Thank you for making us a NABCAP Premier Advisor. Your Voice drives everything that we do, and we are humbled when you don't keep us a secret to your family, friends, and associates. View NABCAP Congratulations Letter & NABCAP Methodology & Evaluation Process. Award based on an evaluation of twenty different practice categories such as assets under management, fee structure and philosophy among other factors with additional emphasis placed on risk management, financial planning, customer service, client education, experience and credentials.

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