The Main Street Group offers assistance and expertise in the following areas:
INVESTMENT VEHICLES
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- Bonds
- Common Stock
- Preferred Stock
- Mutual Funds
- REITs
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- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
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- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
- Fixed Annuities
FINANCIAL PLANNING* SERVICES
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- Pension Plans
- 401 (k) Plans
- 403 (b) Plans
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- 529 Plans
- Estate Plans
- Money Purchase Plans
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- Portfolio Design
- Profit Sharing Plans
- Tax Strategies
*Financial Planning offered through The Main Street Group.
INSURANCE
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- Term Life
- Universal Life
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- Long-Term Care
- Disability Income
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- Key Man
- Buy-Sell
STRATEGIES FOR BUSINESS OWNERS
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- Golden Handcuff Plans
- Buy-Sell Consultation
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- ESOP Consultation
- Deferred Compensation Plans
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- Employee Benefit Plans
- Executive Bonus Plans
SPECIAL NEEDS PLANNING
- We are careful to factor in every concern of a client in a financial plan, including such special interests as caring for disabled children or siblings, giving to charity, and leaving a legacy.