Main Effort Financial is a fiduciary service company and Registered Investment Advisor that provides comprehensive financial planning and wealth management for individuals, families and closely held businesses with assets ranging from $50,000 to $5,000,000. Our signature is a high service level that includes a comprehensive review checklist quarterly along with an in-person and/or phone communication following each review.
Our strengths are retirement preparation and retirement income generation. Our wealth management platforms are tailored to each client with respective focus on growth, income and risk mitigation. The management platform is our basis of compensation for our comprehensive planning system. We help clients create a unique financial roadmap to help them reach the retirement that they've always imagined.
Our strengths are retirement preparation and retirement income generation. Our wealth management platforms are tailored to each client with respective focus on growth, income and risk mitigation. The management platform is our basis of compensation for our comprehensive planning system. We help clients create a unique financial roadmap to help them reach the retirement that they've always imagined.
Services
The financial plan is the foundation of our relationship for our clients. It is the "glidepath" we design to help them achieve their hopes and dreams. We use the planning software from Right Capital as a basis for our information organization and analysis with in depth testing and analysis used to substantiate our recommendations.
John founded Main Effort Financial as an independent financial advisory firm in 2001. Now, a Registered Investment Advisory Firm, Main Effort serves over 200 families and businesses around the world with over $50M in assets. John is a graduate of the United States Military Academy at West Point and prior to starting his firm he served as an Infantry officer both active duty and as part of the Massachusetts Army National Guard.
At Main Effort we believe the simple phrase, "All roads lead to retirement." In our financial plans, everything we do will support your journey down that road. We recognize that "retirement" comes in countless shapes and sizes so our plans are customized to the individual person or family.
Whether you see yourself spending your days surfing on a Southern California beach or taking grandkids to the park on Wednesdays and Fridays, all retirements have one thing in common, the "retiree" has left her or his full-time job and has decided to do something different, even if that means working for himself rather than someone else.For most of us, this is far and away the longest phase of the process.
Whether you see yourself spending your days surfing on a Southern California beach or taking grandkids to the park on Wednesdays and Fridays, all retirements have one thing in common, the "retiree" has left her or his full-time job and has decided to do something different, even if that means working for himself rather than someone else.For most of us, this is far and away the longest phase of the process.
We currently serve over 200 households providing comprehensive financial planning to taking them "where they want to go." This group usually has parents with children who at some point will most likely go to college. The income ranges from $75,000 to $450,000 per year with 10 or more years until retirement.
The answer to this question drives our decision making in the construction of our portfolios. Every decision we make with regards to the portfolio must be based upon the specific purpose of the investment and what it is designed to achieve. Diversity: Each portfolio is carefully constructed to maintain a solid diverse representation of the portions of the market we are trying to capture.
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