Financial

confidence

begins with a

clear plan.

Don’t leave your financial future to chance.

Are you in the process of selling a business, starting a new career or preparing for retirement? These life-altering pivots are exciting, but without a solid plan in place they’re also a recipe for great financial risk.

You’ve worked hard and deserve to feel confident in every financial choice you make. Now is the time to establish a plan that can strategically carry you into the next stage of your life and business.

If you’re ready to feel confident at every financial turn,

then schedule a visit with us, today!

Serving Hundreds of Clients Since

John Ruzza, CFP®, CKA®
Founder, Senior Advisor

Financial success without a plan for the future is risky, because life is always changing. Even the most successful people can find themselves feeling uncertain about the future, but putting a plan in place offers peace and security.

At MainStreet Financial, we believe a comprehensive plan can help you confidently live well today and tomorrow. For more than 30 years, our unique approach seeks to help individuals and families make the biggest financial decisions of their lives – with the clarity and confidence they deserve.

Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.

Create a Confident Future

Plan strategically

k

You’ve worked hard and want to know your financial future is secure. We’ll help you construct a plan so you can live well today and into the future.

Align your finances with your values

Together we’ll design a plan that accomplishes your financial and retirement goals, while practicing good stewardship of all God has entrusted to you.

Together we’ll design a plan that accomplishes your financial and retirement goals, while practicing good stewardship of all God has entrusted to you.

Experience confidence

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You deserve to feel confident in every financial decision you make. You’ll be strategically positioned to feel secure no matter how life changes.

Who We Serve

Affluent Individuals & Families

Business Leaders

New Career

Offering personalized financial guidance when it matters most:

High-income financial strategies

Risk profile evaluation

401(k) and 403(b) reviews

Legacy and Succession planning

Investment management

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Comprehensive financial planning

Tax savings planning with your CPA

Retirement planning

You deserve to feel confident about your financial future. For more than 30 years we have sought to help families and individuals just like you create a plan to live well today and tomorrow.

Clarify your financial picture in three simple steps:

 

 

Schedule a Visit

Let’s get to know one another. In this complimentary conversation, we’ll begin to explore your questions and concerns, and also give you a better understanding of our unique approach to financial guidance.

 

 

Design Your Plan

We’ll help you organize all aspects of your financial picture including plan recommendations, implementation, and ongoing monitoring. Seeing the whole picture will help bring clarity to any decision you need to make.

 

 

Walk Confidently Into The Future

Feel settled knowing you have the information you need to make better and more informed choices. We’ll walk with you every step of the way, offering you the guidance you need when it matters most.

Selling a business, approaching retirement, or starting a new career? Here’s how we can help:

When your financial world feels secure, it’s easier to handle life’s big pivots, like selling a business or starting a new career. But when the picture is unclear, you risk wandering off track or making uninformed decisions that could impact your finances, forever. You’ve worked hard, and you deserve to feel confident in every financial choice you make.

At MainStreet Financial, we know how to guide you from uncertainty to security. We’ll help you create a clear plan so you can be sure you’re making your best choices now, strategically moving you toward your life’s goals. We believe you deserve clarity of your full financial picture so you can live confidently today and tomorrow.For more than 30 years, we’ve helped hundreds of individuals and families boldly enter new stages of life. When you have a successful strategy in place, unexpected events don’t carry quite the risk. Our unique planning process will set you up for success.

Enjoy clarity to live well today AND tomorrow, in three simple steps:

1. Schedule a visit. Let’s get to know one another. In this complimentary conversation, we’ll begin to explore your questions and concerns, and also give you a better understanding of our unique approach to financial guidance.

2. Design your plan. We’ll help you organize all aspects of your financial picture including plan recommendations, implementation, and ongoing monitoring. Seeing the whole picture will help bring clarity to any decision you need to make

3. Confidently walk into the future. Feel settled knowing you have the information you need to make better and more informed choices. We’ll walk with you every step of the way, offering you the guidance you need when it matters most.

The financial choices you make today directly impact your future.

Schedule a visit with us today, and get the clarity you need to confidently make the biggest decisions when it matters most.

Selling a business, approaching retirement, or starting a new career? Here’s how we can help:

When your financial world feels secure, it’s easier to handle life’s big pivots, like selling a business or starting a new career. But when the picture is unclear, you risk wandering off track or making uninformed decisions that could impact your finances, forever. You’ve worked hard, and you deserve to feel confident in every financial choice you make.

At MainStreet Financial, we know how to guide you from uncertainty to security. We’ll help you create a clear plan so you can be sure you’re making your best choices now, strategically moving you toward your life’s goals. We believe you deserve clarity of your full financial picture so you can live confidently today and tomorrow.For more than 30 years, we’ve helped hundreds of individuals and families boldly enter new stages of life. When you have a successful strategy in place, unexpected events don’t carry quite the risk. Our unique planning process will set you up for success.

Enjoy clarity to live well today AND tomorrow, in three simple steps:

1. Schedule a visit. Let’s get to know one another. In this complimentary conversation, we’ll begin to explore your questions and concerns, and also give you a better understanding of our unique approach to financial guidance.

2. Design your plan. We’ll help you organize all aspects of your financial picture including plan recommendations, implementation, and ongoing monitoring. Seeing the whole picture will help bring clarity to any decision you need to make

3. Confidently walk into the future. Feel settled knowing you have the information you need to make better and more informed choices. We’ll walk with you every step of the way, offering you the guidance you need when it matters most.

The financial choices you make today directly impact your future.

Schedule a visit with us today, and get the clarity you need to confidently make the biggest decisions when it matters most.

Wealth without a plan is risky.

Life throws unexpected changes, but you can be better prepared.

We know how to guide you from uncertainty to security.

If you’re ready for a financial plan that helps you live well today and provides for your future, then schedule a visit with us today.

MainStreet Financial

Office: 269.492.9701
Fax: 269.492.9704
2632 S. 11th St.
Kalamazoo, MI 49009