MainStreet Financial Planning

MainStreet Financial Planning is a fee-only financial planning firm dedicated to providing accessible and unbiased financial advice to people from all walks of life. Founded in 2002 by Jim Ludwick, CFP, the firm believes that financial planning advice should be free from product sales and investment management services. In 2006, Anna Sergunina, CFP joined the team, and together they grew MainStreet Financial into a nationally recognized company with a diverse team of financial professionals. In 2013, Anna successfully purchased 100% of the firm and became the first Garrett Planning Network Advisor to do so. Her long-term goal is to establish MainStreet Financial as a household brand for financial planning.

Our Services

At MainStreet Financial Planning, we offer comprehensive financial planning services tailored to the unique needs of individuals and families. Our services include:

• Holistic Financial Planning Packages: We provide customized financial planning packages designed to help you achieve your financial goals. Our packages include a thorough analysis of your financial situation, personalized recommendations, and ongoing support.

• Quick Start & Hourly Sessions: For those who need guidance on specific financial issues, we offer quick start and hourly sessions. These sessions allow you to get the advice you need without committing to a full financial planning package.

• Monitoring, Review & Ongoing Services: We understand that financial planning is an ongoing process. That's why we offer monitoring, review, and ongoing services to ensure your financial plan stays on track.

• Money@Work - Financial Wellness Program for Employees: We provide financial wellness programs for businesses designed to help employees make smart financial decisions. Our programs include informative content, workshops, and one-on-one financial planning sessions.

• Employer's Retirement Plan Investment Recommendations & Provider Selection Assistance: We help businesses select the best retirement plan providers and investment options for their employees.

In addition to our financial planning services, we also produce informative personal finance content for everyone, including articles, podcasts, and video shows.

Our Team

Our team of financial professionals is dedicated to helping you create and implement specific strategies to achieve your financial goals. Our advisors include:

• Anna Sergunina: Owner, President & CEO with a focus on comprehensive financial planning for high net worth individuals and families.
• Cynthia Flannigan: Director of Financial Planning with expertise in retirement planning and investment management.
• Jennifer Bush: Financial Planner with a focus on helping clients navigate the transition into retirement.
• Vida Jatulis: Financial Planner with a passion for helping clients develop action plans for a vibrant financial life.
• Katherine Edwards: Financial Planner with a commitment to helping clients achieve financial peace of mind.
• Meggan Orenstein: Lead Paraplanner & Tax Liaison with expertise in tax planning and preparation.
• Katharina Ingle: Paraplanner with a focus on investment research and analysis.
• Kassy Hunt: Client Service Manager with a dedication to providing exceptional client service.

At MainStreet Financial Planning, we are committed to providing unbiased financial advice that is in the best interest of our clients. We are fiduciaries to our clients and accountable to our teammates. We work hard to make a difference in our clients' lives and strive for excellence through teamwork and growth. We value flexibility for our employees and are dedicated to serving our clients when they need us.