Rockford financial advisor offers 4-part whitepaper series with tips on retirement planning, saving for children, changing jobs and retirement
ROCKFORD, IL, March 06, 2019 /24-7PressRelease/ — To everything there is a season, and these slow weeks of March and April are being renamed “Get Your Financial Ducks in a Row Season” by Herbert F. Allen III, CEO and President of MainStreet Financial Group.
“It’s been a long, cold winter and by now everyone’s all caught up with NetFlix. Now is the time to focus on aligning your financial situation—not just your taxes due April 15 but also your investments,” said Allen. “Let’s do this now before the glorious spring weather beckons us outdoors, distracting even those of us with the best of intentions.”
To jumpstart the organization and planning, MainStreet Financial has published four whitepapers:
• Dreaming About the Retirement Dream?
Are you good at what you do but less confident about your readiness for your next big move? Download these seven suggestions for getting your ducks in a row as you advance in your career and your life.
• Changing Jobs?
Whether it is your idea or (ahem) your employer’s, a job change brings its share of drama. Download these six tips—including a few ideas about your old 401 (k)—meant to help you on your next great adventure.
You’re the envy of your peers, the model of a job well done. Now let’s get Retirement right. Download these seven tips and observations based on our extensive experience with happy retirees.
• For the Other Happy Lives in Your Life
There’s nothing like a brand new bundle of joy to help focus. Whether you’re a proud parent or grandparent, there are steps you could be taking—download these seven tips with our very best wishes.
All whitepapers are available to be downloaded with no obligation from the MainStreet Financial website or request a copy by calling the office 815-965-4000.
About MainStreet Financial Group
MainStreet Financial Group has served Rockford and Northern Illinois residents for more than 20 years, focusing on friendly, accessible financial planning, retirement planning, and investment planning. The firm, dedicated to providing investment management and strategic wealth planning throughout all stages of life, regularly holds no-obligation investment-focused workshops for the community. Herb Allen’s market commentary can be heard at 5:15 p.m. daily on the radio at 100.5 fm. His weekly market outlook, MainStreet Market Weekly, is posted to the website every Monday.
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. Registered Representatives of Summit Brokerage Services Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced may be available in every state and through every representative listed. For additional information please contact the representative(s) listed or visit the Summit Brokerage site at www.summitbrokerage.com
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