With a combined 60 years experience, Main Street Wealth Group can help you make your plan for financial success.
Learn how to build a retirement strategy. It’s never too late to rethink your retirement strategies. At Main Street Wealth Group, we can help you put together a personalized strategy at any phase.
We attempt to mitigate the tax burden to our clients through proper tax planning. We advise on how to structure your investment portfolio and financial plan to minimize your tax burden.
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.
Our team at Main Street Wealth Group is well trained and educated in the areas of estate planning. We can help you design an estate plan that addresses all of your goals within the context of your own personal financial planning needs.
In addition to quantifying a total funding need, we develop cost-effective and tax-efficient strategies to help parents and grandparents meet education-funding goals. We consider the tax implications, time frame, and risk-tolerance levels of the client.