FAQ
Q: What makes MainStreet Financial Advisors different from other advising organizations?
A: We deliver integrated financial planning that factors in all aspects of our client’s goals, objectives, and values. This process provides our clients with the ability to align their financial world with the rest of their lives.
Q: Do I really need integrated financial planning?
A: Instead of narrowly focusing on just one or two financial areas, like investing or short-term performance, we take a holistic approach. This helps us to identify potential pitfalls ahead of time and provide higher-quality recommendations. We can provide the best service to clients when we understand both the big picture and the individual components of their finances.
Q: Will my individual priorities be heard?
A: Similar to skilled doctors, we don’t make recommendations until we have a comprehensive understanding of our client. This includes understanding their needs, current situation, goals, risk exposure, and more.
Q: Do you only work with clients in Michigan?
A: No. We have many long-term relationships with clients all over the United States.
Q: Do you help multiple generations within a family?
A: Yes. We have experience serving up to three generations within a single family. We find that our clients often prioritize providing the next generations with an opportunity to experience continuity and the same level of service that they have benefited from.
Q: What does long term success look like?
A: Our long term success with client relationships starts at their very beginning, where we prioritize learning what is important to the client. We then partner with them to achieve their financial goals, whether those are in the near future or decades away.
Q: What type of client is MainStreet Financial Advisors the best fit for?
A: We recommend our services to clients who value integrated financial planning, are interested in a long-term partnership, and desire a trustworthy advisor who is backed by high levels of both education and experience.
Q: How do clients track progress toward their goals?
A: Clients have access to websites that hold their financial planning goals and data, which can be checked at any time. In addition, our review process is designed to keep clients up to date.
Q: Why is the topic of faith related to your services?
A: We offer a biblical perspective of finances in counsel to our clients. We believe the scriptures contain transcendent, common-sense money principles that are as current today as when they were written thousands of years ago. These principles, which we include in our advising, include:
1.
Living within one’s means: Proverbs 21:20
2.
Avoiding the use of certain types of debt: Proverbs 22:7, Romans 13:8
3.
Creating liquidity for short-term emergencies: Proverbs 20:4
4.
Saving for the future: Proverbs 21:5, Luke 14:28
5.
Diversifying investments: Ecclesiastes 11:2
6.
Remembering that God owns it all: Psalms 24:1
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, IL IN, MI, NC, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
Family Wealth Counseling services offered through Kardia Midwest Family Wealth Counseling, LLC, a Registered Investment Advisor to residents of Michigan. Cambridge, MainStreet Financial, and Kardia Midwest Family Wealth Counseling are not affiliated.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, MainStreet Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company 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 technologies, sites, information and programs made available through this site.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, IL IN, MI, NC, OH, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, MainStreet Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company 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 technologies, sites, information and programs made available through this site.