How We Work Main Street Financial Group works differently than other financial planning companies. We focus on educating our clients to understand the value of a well-planned life on a daily basis. With this approach, you can:Clarify your goalsTake action by creating a planEnjoy the resultsClarityWhat kind of life do you want to have?What kind of future would be your ideal?We help you find your “Why” by creating a detailed picture of what you want your future to look like.We’ll sit down with you and:Clarify your goals and valuesForm a comprehensive picture of your financial objectivesDemystify the strategies for successEducate you on the best financial toolsClear the way forward for managing your wealthOnce we have clarity, we can put together your plan.ActionEveryone wishes for a great future. We can help make yours a reality.Our three-part planning process is an “Action Plan” that helps you get where you want to go.OffenseVerify objectives/goalsAnswer three very important questions: Are your goals achievable? Can you accomplish even more? How can we best prepare for the unexpected?Create customized website/dashboardImplement Six Steps to Managing Your MoneyDefenseNow that you have a solid plan, let’s prepare for events that could threaten it. This is key. What risks are you exposed to? How do we deal with those risks?Regularly scheduled reviews keep you up to datePlan BEstablish someone to manage affairs if incapacitatedProtect beneficiariesAvoid probateReduce taxesAvoid unforeseen creditors and other “messy” issuesOnce your plan is in motion, you can start looking forward to the results.ResultsTo get the best results, you need the best education.To get the best education in financial planning, we feel you should come to Main Street Financial Group. But if you are a client, you already know that.So where are you financially at this very moment? That’s easy. Simply log in to your secure dashboard and you’ll get the whole picture:Where you areWhere you want to beHow you are getting thereIn a word: Results. If you’re ready to take the first step towards your ideal future, we’re here to support you. But we’re also available if you just have a question. Contact us at 678-398-4528 or submit the form below. We’d love to hear from you. Name Email Phone Question Thank you! Oops!