• Estate-Planning2

  • Estate planning

    Believe it or not, you have an estate. Your estate is composed of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. Estate Planning is the process of making a plan in advance and naming whom you want to receive the things you own after you die.

  • Social-Security2

  • Social Security

    Social Security helps older Americans, workers who become disabled, and families in which a spouse or parent dies. Today’s workers pay Social Security taxes into the program and money flows back out as monthly income to beneficiaries. Let us help you gain the knowledge you need in preparing for Social Security and receiving its benefits.

  • Women-and-Investing2

  • Women and Investing

    Today’s women are strong, intelligent, and more successful than ever before…yet many don’t know where to start when it comes to investing. Women tend to live about five years longer than men, so their money has to stretch longer. Learn how to be more prudent and active about your savings and investing.

  • Retirement2

  • Retirement

    Whether you’re just starting out or evaluating your current plan, building wealth and planning your retirement are most likely your primary goals. It’s never too late to start, but the sooner you begin saving, the more time your money has to grow. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement.

  • College-Planning2

  • College Planning

    There are a number of investment accounts you can use to help save for a child’s education. Each offers different features and benefits and can be opened by a friend or relative on behalf of a child. Get the information you need to plan for your child’s educational future. Compare your options, see how much you’ll need to save, and find an account that meets your needs.

  • Life-Events2

  • Life Events

    Many things can change your financial situation. Marriage, a new baby, a death, or job changes are life events that should prompt a review of your financial portfolio. We can help you prepare financially for major milestones with more confidence.

  • Long-Term Care

    Your investment in a long-term care policy protects your assets and brings peace of mind to those who care for you. Long-term care (LTC) is a variety of services which help meet both the medical and non-medical needs of people with a chronic illness or disability who cannot care for themselves for long periods of time.


Click the links below to view helpful information from local businesses in the areas we serve.

PLEASE NOTE: This information is provided strictly as a courtesy and is not endorsed by The Main Street Group. When you click the links of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party websites, technologies, information, or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are visiting.