WHAT MAKES MAIN STREET FINANCIAL GROUP DIFFERENT FROM OTHER FINANCIAL SERVICES COMPANIES?
Many companies focus on selling financial products. We, instead, focus on advising clients on how to achieve their specific goals, such as planning for retirement, saving for children’s college education, creating an estate plan, or simply figuring out how to meet basic everyday needs.
Whatever your goals, we look at where you are now and recommend a plan of action for getting you where you want to be. Some plans might include financial products; other’s might not. It all depends on whether a product actually serves your best interest.
WHAT ARE OUR CREDENTIALS?
G.C. Lewis has 20 years experience and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and meets all standards for ethics, education, and training. He is professionally trained and certified to consult with and counsel clients in all areas of financial planning (e.g., tax, retirement, and estate planning). He also holds various licenses in securities (investment instruments) and insurance, including life insurance and accident and sickness insurance.
WILL YOU BE ABLE TO SEE AN EXAMPLE OF A FINANCIAL PLAN?
We can show you examples and explain what they generally include, but it’s important to understand that every plan is different. That’s because every client’s financial situation and personal goals are different.
DO OUR CLIENTS HAVE TO HAVE A MINIMUM AMOUNT OF MONEY OR ASSETS?
Our minimum consulting requirement is that we enjoy working together and we feel our service is of value and makes a positive impact on the client’s financial outcome.
HOW MUCH CONTACT WILL WE HAVE WITH YOU?
We reach out to you with quarterly reviews of your accounts, weekly market updates, and educational events throughout the year. You should also always feel free to contact us anytime you have questions, want more information, or to tell us about changes in your financial circumstances or goals.
WHO WILL I BE WORKING WITH?
You’ll be working with G.C. Lewis and his team.
WHERE ARE WE LOCATED?
Our office is located in Milton, Georgia, but we have clients all over the United States. With the convenience of Zoom we are able to have face-to-face meetings with everyone, regardless of your location.
WHAT IS THE PROCESS FOR WORKING WITH YOU?
If you would like to explore our services, we offer a complimentary initial consultation during which we will discuss your needs and explain the various ways we might assist you. We can then decide together if we want to continue and what our relationship might encompass.
WHAT IF WE MAY NEED YOU IN THE FUTURE BUT NOT RIGHT NOW?
Many people feel this way. However, we have found that if we meet with you before you need us, we can help you address issues before they become problems. Preventing problems or regaining lost investment values usually requires far less time and expense than fixing them. Our complimentary initial consultation is a way for us to get to know each other and for us to be better prepared to assist you if you need us in the future.
HAVE ANOTHER QUESTION?
If you don’t see your question here, please call us at (678) 398-4528, email us at gclewis@MainStreetFG.com
