Case Studies

Whether you are just starting out in setting your financial foundation, in the process of building your nest egg or currently in or nearing retirement, Main Street Advisors, LLC can help you.

Brett and Christa

Brett and Christa are both in their early 30’s. They’ve been together five years now and have started thinking about...

Chad and Tina

Chad and Tina are considering retirement. Chad is 66 and Tina is 58. Both have saved sufficiently over the years...

Andrew and Jackie

Jackie, age 51, is a Registered Nurse who now works from home for an insurance company as a Case Manager...

Kevin and Deborah

Kevin and Deborah have worked very hard in their careers. Deborah, age 60 has worked at John’s Hopkins University for...

Diane

Diane’s husband, Tom (age 46) dies unexpectedly in 2000, leaving her and their 3 boys, all under age 10. Diane...

You are just starting out and are interested in guidance regarding the type of accounts to open, 401(k) questions and how to prioritize goals such as down payment for house, emergency fund, car purchase, etc.

Brett and Christa

Brett and Christa are both in their early 30’s. They’ve been together five years now and have started thinking about...

Diane

Diane’s husband, Tom (age 46) dies unexpectedly in 2000, leaving her and their 3 boys, all under age 10. Diane...

You’ve been in the workforce for quite some time and continue to grow your wealth. You have questions relating to properly preparing for retirement, investing mix and allocation, ROTH vs. traditional and more…

Brett and Christa

Brett and Christa are both in their early 30’s. They’ve been together five years now and have started thinking about...

Andrew and Jackie

Jackie, age 51, is a Registered Nurse who now works from home for an insurance company as a Case Manager...

You are either starting to or not far from living off your retirement income. You have questions relating to Social Security claiming strategies, Medicare options, tax strategies, estate planning, how the timing of certain goals will effect your overall retirement projection and more…

Chad and Tina

Chad and Tina are considering retirement. Chad is 66 and Tina is 58. Both have saved sufficiently over the years...

Kevin and Deborah

Kevin and Deborah have worked very hard in their careers. Deborah, age 60 has worked at John’s Hopkins University for...