MainStreet Financial Planning is a fee-only financial planning firm dedicated to helping individuals and families make smart, goal-oriented financial decisions. As a fiduciary firm, they prioritize client interests and do not accept commissions, ensuring transparent and conflict-free financial advice. Specializing in comprehensive, personalized financial plans, MainStreet serves a diverse client base across the United States, offering virtual and in-person consultations.

Their team of Certified Financial Planners™ (CFPs) works collaboratively to guide clients through life’s major financial choices, from early career budgeting to retirement planning. With a focus on education and empowerment, they tailor each plan to the unique needs and goals of the client—whether they’re newlyweds, parents, or preparing to retire. MainStreet Financial Planning is also recognized for its commitment to financial literacy and community outreach, offering public seminars, webinars, and accessible resources to foster financial well-being.

Firmly rooted in integrity and transparency, MainStreet has built a strong reputation for making professional financial planning approachable and affordable for average households.

Website: https://www.mainstreetplanning.com

Key Services:

– Comprehensive, one-time financial planning
– Retirement planning and projections
– College funding and education savings strategies
– Budgeting and cash flow management
– Investment allocation guidance (non-discretionary)
– Tax planning and optimization strategies
– Estate and insurance review
– Life transition planning (marriage, divorce, new baby, etc.)
– Hourly financial advice with no product sales or commissions