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FINANCIAL PLANNING
Successful financial planning involves more than throwing a dart at a point on a map and expecting to get there. Successful investing means choosing a destination, methodically mapping your route and navigating all the ups and downs of the journey to arrive where you want, when you want.
Our Certified Financial Planner works in conjunction with our clients, their legal advisors and accountants to create a personalized financial plan. The development and monitoring of the financial plan follow a well-defined process encompassing:
Education Planning
Risk Management & Insurance
Investments
Tax Planning
Retirement Savings & Income Planning
Estate Planning
Please Note: The scope of any financial planning and/or consulting services provided depends upon the needs of the client and the terms of the engagement. Main Street Investment Advisors, LLC. does not serve as an attorney or accountant. Accordingly, Main Street Investment Advisors, LLC. does not prepare estate planning documents or tax returns.
IMPORTANT INFORMATION: This site has been prepared solely for information purposes is not intended to be construed by any consumer and/or prospective client as a solicitation, offer or sale of securities products or investment advisory services over the Internet.
Main Street Investment Advisors, LLC is Registered as Investment Advisers with the U.S. Securities and Exchange Commission. Main Street Investment Advisors, LLC. may only transact business in a particular state if first registered and only after complying with registration requirements.
Please review Important Disclosure Information set forth in the last section of this web site.
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