Integrated Investment Management and Tax Planning for Main Street
IRS Enrolled Agent
My experience in investment management, tax preparation, and tax planning sits at the intersection of the financial and tax worlds. I launched Main Street Investments to help friends and neighbors in America’s heartland take advantage of the numerous financial opportunities that tax planning and investment planning offer.
We help clients build and protect their long-term wealth through tax-efficient strategies.
You could hire a robot to run your portfolio for next to nothing – why would you want to?
We combine the cost savings of the latest technology with real in-person service to deliver digital, offline, or hybrid strategies dependent on your needs and preferences.
Are you losing money to poor asset allocation and asset location strategies?
What are the inflation-adjusted, after-cost, and after-tax returns on your investments?
Evaluate the tax efficiency of your investment strategy with an advisor today.
We provide wealth management and retirement planning for individuals and companies. We prioritize excellence in service, and tax efficiency for all of our clients. We are wealth management for Main Street U.S.A.
Additional Info
Disclaimer: The firm may only transact business with residents of states where otherwise legally permitted subject to exemption or exclusion from registration requirements. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered investment advice.
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