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Solutions and
Comprehensive Wealth Management
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High touch service that provides the solutions necessary to achieve your vision of wealth
Investment Management
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Maintenance of investment portfolios and other financial assets
Financial Planning
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Detailed map of what you own, what you owe, what you want to achieve; and possible routes to get there
Retirement Planning
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Managing cash flow and distributions to ensure you do not outlive your money
Tax Efficiency Planning
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Maximize returns while limiting losses to taxes
Trust and Estate Planning
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Guidance on legal framework to ensure assets are passed to your wishes
Charitable Giving
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Support the causes that matter to you while receiving a tax deduction
Insurance Solutions
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Assistance in deciding when to transfer certain risks
Educational Planning
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The process of determine costs for college and figuring out how to pay for them
Generational Wealth Transfer
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Efficient transfer of family wealth from one generation to the next
Business Exit Planning
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Consulting business owners on building more marketable companies to achieve better sale values
Non Profit Services
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Securing and optimizing funds to better achieve a nonprofit’s mission and operations
401k and Retirement Solutions
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Establishment of company 401ks, profit sharing plans, and defined benefit plans
Insitutional Cash Management
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Day to day administration and management of cash inflows and outflows
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Investment Advisory services offered through Main Street Financial Solutions, LLC, an SEC Registered Investment Advisor.
