- Objective financial planning advice from a competent and experienced
Certified Financial PlannerŪ who is also a CPA
- A trusted advisor who works in your best interest
- A relationship with an accessible advisor who gets
to know you and who incorporates your values and needs in the planning
process
- Guidance that is based on time-proven financial strategies
Our down to earth style will help remove any apprehension you may have
about addressing complicated personal financial issues. We take the time
to understand the unique circumstances and priorities in your life. We
then conduct a customized financial analysis of the issues you face and
review the results with you. After that, we are available to help you as
changes occur.
About our fees
Fees for our financial planning services are based on the amount of time
involved, so the cost may vary depending on the complexity of the issues.
Fees for our investment management services are based on the value of assets
managed. Our fees will increase only if your portfolio increases, so we have
a vested interest in your continued success.
Main Street Financial does not sell investment products and we do not accept
commissions or referral fees. Our fees are paid solely by our clients and
we act in a fiduciary capacity on their behalf.
There is no charge for the initial assessment meeting. If we decide to
work together, you will be quoted a fee at that time.
A detailed description of our fees is contained in our ADV Form, a regulatory
document, which will be provided to you during our initial meeting or sooner if
you request.
