Fit To Retire

Fit To Retire

We are proud that Herb Allen is Rockford’s only certified Fit-to-Retire Coach, offering guidance and direction as clients approach retirement age.


As CEO and president of MainStreet Financial, Herb not only advises retirees on how to have financial success in their retirement, he also helps them stay strong in terms of their emotional and physical lives.

Because of his credentialed background in human services, gerontology, and psychology, Herb knows that retirement affects areas of life people may not anticipate: health and nutrition, personal relationships, self-identity, socializing, and finance.

For instance, many people forget that ending a decades-long career can be a change they will grieve instead of a relief to stop working every day. So much of their identity can be tied to their line of work.

Others may have difficulty enjoying unstructured time and making new friends in this brand new world.

Still others need tips and tricks to stay active, involved, and eating healthfully.

Join Herb and MainStreet Financial in their Fit-to-retire program, to have all your retirement questions answered.


1. Take the Assessment

This is a no-cost, no-obligation way to gauge where you are ready to retire. Take our exclusive psychometrically-designed Fit-To-Retire assessment, a 7- to 10-minute survey that will determine how prepared and enthusiastic you are in each of the five critical areas.

Start Assessment

2. Review Your Results

Allow us to guide you through your customized Pre-Retirement Checklist, a comprehensive to-do list that will get you ready on every level. Schedule a meeting with Herb, Rockford’s only certified Fit-To-Retire coach, to get this comprehensive report. Learn more about social security, IRA options, 401K accounts, and retirement pensions.

Schedule a Meeting


As you get closer to the big day, we will design a Retirement Playbook, personalized just for you, filled with suggested activities and goals so you can hit the ground running.

Watch this short video to find out more about the Fit-To-Retire Readiness Roadmap.


Let us show you how you can get the most out of the


Start Your Assessment


Mainstreet Financial Group. is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc. A Registered Investment Adviser

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