TRUSTED ADVISORS
The Main Street Group has not compensated any clients for the testimonials shown. We solicited these testimonials but did not edit or influence their content. To our knowledge, no conflicts of interest exist in connection with these testimonials. Each review is shown as posted; select a reviewer’s name for the date of posting.
GET STARTED IN 3 EASY STEPS:
Schedule a meeting to explore your personal Financial Roadmap. We’ll provide a checklist in advance so we can build a preliminary plan during our first session. While we reserve two hours for questions, these meetings typically take 45–90 minutes.
Our firm specializes in combining investment management, financial planning, estate planning and advanced tax-minimization strategies. We will share which strategies apply to you and may include:
- Backdoor and Mega-Backdoor Roth IRAs.
- Roth conversion ladders in retirement, semi-retirement
- 529 pass-throughs (K-12 optimization, college)
- Giving efficiently on RMD through QCDs, appreciated investments, DAF.
Most prospective clients take about a week to review their Roadmap and decide to move forward. We communicate monthly with Market Updates, and typically meet with clients yearly, as needed.
- Referral Bonus: Clients new to Schwab are often eligible upon opening and funding accounts.
- Tax Integration: We partner with a local CPA firm to streamline your investments and taxes, offering a $350 credit toward your tax return with more that $500k invested with us.
- Estate Planning: Complimentary basic estate planning through Wealth.com.
