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Financial
confidence
begins with
a clear plan

Don't leave
your financial
future to
chance

Financial clarity, confidence, and conviction are some of the many benefits we aim to provide clients through our customized plans. Our team of professionals utilizes a relational approach to help navigate each client’s financial world and achieve their goals. From tax planning to investment management, our many services are designed to align the client’s finances with their values.

Main Street Financial | Financial Planning Kalamazoo

Client
Services

Investment
Management

Asset Allocation, Risk Management, performance tracking & reporting, rebalancing, trading and tax efficiency analysis

Family Wealth
Planning

Family meetings, Estate Planning communication

Financial Planning

Full Financial Plan, Basic Plan

Retirement Planning

How long will the money last, Retirement lifestyle goals, Savings projections

Education Planning

Funding Analysis, Plan Comparison

Insurance Planning

Life, HAS, Disability

Charitable Giving

Qualified Charitable Distributions

Tax Planning

Gains & Loss Management, Roth Conversions, Qualified plan contributions analysis, Back door Roth IRA’s

Estate Planning

Survivors Guide, Beneficiary Review 

(retirement accounts), asset titling review

Personal Financial
Management

Cash flow planning, debt management, 

Savings targets, Emergency fund, Major purchases

serving
clients
since 1986