Financial Planning Services

1st & Main’s experienced, local financial professionals leverage the two industry leading software providers, MoneyGuide Pro and eMoney  in order to implement customized financial plans for each relationship we manage. Both platforms rely on a goal based approach and Monte Carlo based simulations to identify and stress test plan results. Furthermore the firm maintains a Certified Financial Planner on its staff to address any advanced planning needs that arise.

The true power of your retirement plan doesn’t come from doing it once and forgetting it. Planning is an ongoing process. Updating your plan regularly is the best way to put current events in perspective, decide what changes are appropriate, and strengthen your confidence in the future. While you certainly can’t ignore today’s challenges, you also don’t want to overreact to them. Your current well-being and your long-term enjoyment during retirement are dependent on your ability to make well considered financial decisions during good markets and bad. Here’s what our step-by-step process and how we help to bring the plan all together.