What Financial Planning Clients Can Expect from MainStreet Financial Group

At MainStreet Financial Group, we are committed to providing quality financial planning and investment advice in the Rockford area. We believe that the cornerstone to financial success is a carefully thought out financial plan - a finance map that has specific goals and uses appropriate investment tools to help you identify your financial objectives.

Your customized plan is developed by our new client process, where we take time to get to know you, your family, your current financial situation and your goals. We are then ready to assist you in creating and implementing a personalized strategy that will help pursue your financial goals through informed decision making.

An important and unique element of our process is our Annual Review with each of our clients. Learn more about this Annual Review and why it is so important in your financial strategy.