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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 goals
  • Take action by creating a plan
  • Live for today by planning for tomorrow


What 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 values
  • Form a comprehensive picture of your financial objectives
  • Demystify the strategies for success
  • Educate you on the best financial tools
  • Clear the way forward for managing your wealth

Once we have clarity, we can put together your plan.


Everyone 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.

  1. Offense
    • Verify objectives/goals
    • Answer three very important questions: Are your goals achievable? Can you accomplish even more? How can we best prepare for the unexpected?
    • Create customized website/dashboard
    • Implement Six Steps to Managing Your Money
  1. Defense
    • Now 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 date
  1. Plan B
    • Establish someone to manage affairs if incapacitated
    • Protect beneficiaries
    • Avoid probate
    • Reduce taxes
    • Avoid unforeseen creditors and other “messy” issues

Once your plan is in motion, you can start looking forward to the results.


To 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 are
  • Where you want to be
  • How you are getting there

In 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.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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