Main Street Investment Group

At Main Street Investment Group, we understand that financial planning is not just about managing money, but about building a life that aligns with your values and goals. Our team of experienced advisors has over 150 years of combined experience in helping individuals, families, and small business owners navigate the complexities of financial planning. We offer a comprehensive range of services including financial planning, investment strategies, retirement planning, estate planning, insurance planning, and business planning. Our approach is centered around understanding your unique situation, identifying your objectives, and developing tailored strategies to help you achieve your goals.

Financial Services

Our financial planning services are designed to address various aspects of your financial life. We can help you create a personalized investment plan, plan for your child's education, prepare for retirement, and ensure your assets are distributed according to your wishes after your passing. We also offer insurance planning to mitigate unforeseen risks and business planning to support the growth of your business while providing valuable benefits to your employees. Our advisors are dedicated to empowering individuals to make informed decisions about their financial futures, knowing that every step forward is guided by a deep understanding of their values and aspirations.

Investment Management

Whether you're focused on preserving your wealth, generating income in retirement, or leaving a legacy for your loved ones, our investment management services are designed to help you articulate, clarify, and understand your investment goals. We'll develop a tailored investment plan that incorporates proper asset allocation, diversification, tax awareness, and rebalancing to guide your financial life. Our goal is to ensure that your investments work in harmony with your overall financial strategy, aligning with your values and goals.

Retirement Planning

Planning for your retirement is a crucial step towards securing your future. We'll help you identify your values and what matters most to you, then build a strategy based on this discussion. Our aim is to ensure that you have a clear understanding of the lifestyle you want to live in retirement and have access to the resources needed to achieve it. We'll be your disciplined, guiding force in helping you navigate the complexities of retirement planning.

Estate Planning

Ensuring that your assets are distributed properly to your loved ones is a vital part of estate planning. We can help you understand the paths available and connect you with a trusted professional who can create a structured plan that carries out your wishes and minimizes legal expenses and unnecessary taxation. Our goal is to provide peace of mind knowing that your legacy will be protected and passed on to those who matter most.