Services

Many factors can lead to your money losing value over time. Considering that inflation alone can eat away at your purchasing power, you may need to think strategically about your money in order to thrive in the future.

Investing is where compound interest can be your best friend. It can help you to stop trading your time for money and help you live life on your own terms—to live your dreams.

Whether you’re looking for guidance to get started, or you want to take your investments to the next level, we can help.

Investment Planning

Review of Portfolio
Asset Allocation
Time Horizon
Withdrawal Strategies
Investment Policy Statement
Stock Concentration
Review Investments Held Outside of the Firm

Retirement Planning

Retirement Goal Setting
Social Security and Medicare
Business Planning
IRA Contributions and Conversions
Employer-Sponsored Plans and 401(k)’s
Annuities and Pensions
RMD’s and Withdrawal Strategies
Self-Employed Retirement Plans

Estate Planning Strategies & Charitable Giving

Wills
Power of Attorney
Living Will
Health Care Proxy
Trusts
Irrevocable Life Insurance Trusts
Estate Taxes
Guardians for Minor Children
Charitable Giving and Trusts

Risk Management & Insurance

Review of Existing Policies
Life Insurance Needs
Long Term Care Insurance
Health Insurance
Homeowner’s or Renter’s Insurance
Liability Coverage

Cash Flow & Budget

Income Sources
Expenses and Budgeting
Debt Management
One-Time Expenses
Planned Large Expenses
Emergency Funding
Dollar Cost Averaging
Mortgage Review
Lines of Credit

Assitance to Loved Ones

Gifting
Education Planning
Caring for Elderly
529 College Savings Plans
Roth IRA’s for Children
UGMA/UTMA

Tax Planning Strategies

Review of Cost-Basis
Review Realized Gains
Carry Forward Loses
Tax Loss Harversting
Deductions and Credits
Potential Roth Conversion
Health Savings and Flexible Spending Accounts

Investing involves risk including possible loss of principal.

Main Street Advisors and LPL Financial do not offer tax or legal advice or services. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@mymainstreetadvisors.com

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