Financial Strategies

The Main Street Group offers assistance and expertise in the following areas:

INVESTMENT VEHICLES

    • Bonds
    • Common Stock
    • Preferred Stock
    • Mutual Funds
    • REITs
    • Brokerage Accounts
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • Treasury Bills
    • Government Securities
    • Treasury Notes
    • Variable Annuities
    • Fixed Annuities

FINANCIAL PLANNING* SERVICES

    • Pension Plans
    • 401 (k) Plans
    • 403 (b) Plans
    • 529 Plans
    • Estate Plans
    • Money Purchase Plans
    • Portfolio Design
    • Profit Sharing Plans
    • Tax Strategies

*Financial Planning offered through The Main Street Group.

 

INSURANCE

    • Term Life
    • Universal Life
    • Long-Term Care
    • Disability Income
    • Key Man
    • Buy-Sell

STRATEGIES FOR BUSINESS OWNERS

    • Golden Handcuff Plans
    • Buy-Sell Consultation
    • ESOP Consultation
    • Deferred Compensation Plans
    • 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.