Specializing in retirement planning, Main Avenue Financial Services is dedicated to providing competent, objective advice to people of any income or asset size. We provide advice that is specific to your individual situation, easy to understand, and even easier to implement. We bring experience, optimism, and knowledge to help you improve your overall financial picture.
MAFS is a fee-only firm, which means we do not earn any compensation based on financial planning transactions. Further, we are not affiliated with any commission-earning firm such as a bank, broker-dealer or insurance company. As legally required of a fiduciary, we always act in good faith and in the best interest of the client.
MAFS is a fee-only firm, which means we do not earn any compensation based on financial planning transactions. Further, we are not affiliated with any commission-earning firm such as a bank, broker-dealer or insurance company. As legally required of a fiduciary, we always act in good faith and in the best interest of the client.
Services
We believe that Financial Planning is not a one-time project but rather should be viewed as an ongoing practice. To that end we have 2 distinct phases in how we work with clients - Initial Project and Ongoing Planning. Review your current financial position - We look to understand your Cash Flow, Debt, and Cash Reserves, as these form the foundation of everything that we do.
Successful investing requires both objectivity and discipline. However, too many investors let their emotions dictate decisions, leading them to buy and sell at the wrong time. In effect, they see less overall return. Main Avenue Financial Services (MAFS) keeps a long-range perspective on your specific investment needs while offering financial advice on your optimal bonds, stocks or mutual funds portfolio.
You might have been planning on your own or with a different advisor but retirement brings a lot of new questions and considerations - and it is critical to get the correct answers so you can have the retirement you want. We will help you develop a custom plan that is based on your personal situation and goals, and then help you implement changes and monitor your progress.
Our Financial Advising Fee Schedule is straightforward as we offer both Fixed Fees as well as Hourly Fees. MAFS charges a hourly fee of $250 which is paid at the time of service and in anticipation of work to be done. In lieu of paying Hourly Fees a client may elect to pay a Fixed Fee that is based upon a variety of factors including the complexity of their situation, project scope, and the overall time anticipated to be spent on the project.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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