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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

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.

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