Financial Planning Services for Rockford-area Residents

Overview

Your needs and goals are unique and so are your investment choices. The numerous financial products in the market, along with the many different account types and plans can be complicated and challenging. Through our Step-by-Step Process, we will map out the path to pursue your goals and stay by your side for the entire journey.

• Retirement Planning Analysis
• Investment Management Analysis
• Financial Planning Strategies
• Investment Advising Services
• Asset Management
• Insurance Planning and Implementation
• Debt Reduction Consultation
• College/Education Planning Strategies
• Strategies to maximize Social Security Income
• Wealth Management Strategies
• Estate Planning
• Generational Planning
• Asset Management Strategies

Choosing a financial planner for you and your family is a critical decision. MainStreet Financial Group Chief Executive Officer and Managing Partner Herb Allen shares his recommendations on what to look for when choosing someone to work with.