Benefits of Being with us
Benefits of Small, Boutique Firm
- Exceptional personal service
- Detailed understanding of all assets and planning
- Coordination of other advisors
- Education for family
- Stabilizing presence through major life events
- Processes: Disciplined, accountable, realistic, & transparent
Benefits of Big Independent Brokerage Firm
- Deep and stable resources
- Independent, unbiased research
- State-of-the-art technology
- Exceptional support and service
- Advanced systems and risk controls
- Special investment mandates
- Shared best Practices
- Access to global leading financial institutions
- Planning to increase income now and at retirement.
- Managing cash flow to reduce stress.
- Strategies that seek to protect assets from market and legal threats.
- Developing realistic investment strategies.
- A focus on reducing personal income taxes.
- Creating funding plans for college, second home, etc.
- Minimizing losses from life’s surprises.
- Knowing where to turn for trustworthy advice.
- Someone to work with should something happen to a spouse.
- Realizing all critical areas have been addressed.
- Confidently make decisions regarding your future.
- Having a retirement income plan
- Knowing your financial affairs are in order.
- Resolving sticky family financial issues.
Independence & Unbiased Investment Advice:
The financial consultants of Main Street Wealth Group are independent financial advisors offering securities and advisory services through LPL Financial. Main Street Wealth Group and LPL Financial have no “hidden agenda” and we are 100% focused on listening & satisfying our clients.
Comprehensive Financial Planning:
We comprehensively integrate a personalized investment strategy that involves more than just managing money:
Knowledgeable and Experience: