MainStreet Investment Group LLC

MainStreet Investment Group LLC, whose advisors provide wealth management services, was founded on the principles of integrity, superior client service, and ethical business practices. Our objective in servicing our clients is to integrate client’s objectives, current financial structure, and tolerance for risk into a financial strategy with the client’s best interest and the market climate in mind. We revisit that strategy as client needs and market changes merit. This client/advisor partnership drives our business and exemplifies our commitment to you. What We Do Serving our region since 2002 We’ve been helping individuals, families, and corporations in the northern Wisconsin area for more than 16 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you. Financial planning for individuals As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective guidance in all areas, including: Accumulation, so your investments address your objectives and comfort level Retirement planning, so you are well positioned to pursue your dreams Estate planning, so you can pass on your assets to whom you choose Risk management, to minimize any threats to your personal or business assets Business planning, to help you manage and grow your business Taxation, to minimize the tax burdens you face now and in the future Financial planning for business owners Stay focused on your business knowing that you have an experienced team to help you every step of the way with: Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance Risk management, to minimize any threats to your business assets Retirement planning, to make sure you have the right plan in place for your employees Insurance planning, to ensure that your employees have the insurance benefits they need Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances Solutions for plan sponsors As both independent financial advisors and accredited investment fiduciaries, we can deliver the objective guidance that you and your participants can count on—and that leaves you feeling confident that you’re meeting your obligations. Services include: Fiduciary management, to help shoulder the responsibilities and regulatory obligations that come with managing the plan Investment expertise, to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives Plan design, to help you ensure that you have a plan in place that’s focused on and conducive to participant success Vendor due diligence, to conduct reviews, do benchmarking, and ensure that your plan is receiving the best value from your vendors Participant services, to provide your employees with investment guidance and education to help them feel more confident about their retirement plan savings No matter what type of financial support you’re looking for, you can feel confident knowing that you’re working with a trusted financial guide.

Address: 1411 N. 4th Street, Suite 103 Tomahawk, WI 54487, USA

Phone: +1 715 453 0722
FAX: +1 715 453 6941