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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 employs 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 our client’s finances with their values.

Main Street Financial | Financial Planning Kalamazoo

Client
Services

Financial Planning

Comprehensive Financial Plan, Basic Plan

Investment
Management

Asset Allocation, Risk Management, Performance Tracking & Reporting, Rebalancing, Trading and Tax Efficiency Analysis

Retirement Planning

How Long Will the Money Last, Retirement Lifestyle Goals, Savings Projections

Tax Planning

Gains & Loss Management, Roth Conversions, Qualified Plan Contributions Analysis, Back Door Roth IRA’s

Estate Planning

Survivors Guide, Beneficiary and Asset Titling Review

Insurance Planning

Life, Disability, Long Term Care, and HSAs

Charitable Giving

Qualified Charitable Distributions, Donor Advised Funds

Education Planning

Funding Analysis, Plan Comparison

Family Wealth
Planning

Estate and Legacy Planning,  Family Meetings

Personal Financial
Management

Cash Flow Planning, Debt Management, 

Savings Targets, Emergency Fund, Major Purchases

Serving
Clients
since 1986