Team
Services
503 E Washington Ave, Suite 1CNewtown, PA 18940
215-259-5021
info@msfsolutions.com
Our financial planning process begins with a thorough assessment of your current financial situation, including assets, liabilities, income, and expenses. We then discuss your financial goals, aspirations, and potential obstacles. Our comprehensive approach includes analyzing cash flows, retirement and college savings, taxes, insurance, long-term care, and estate planning to provide a holistic view of your financial picture.
For business owners and partners, the firm offers guidance on corporate structure, employee benefits, retirement savings, and exit strategies. Whether you're starting a new business, running an established company, or planning for succession, they help identify opportunities and strategies to grow value, maintain equity, and integrate business assets into personal financial and estate planning.
Main Street Financial Solutions emphasizes the importance of asset allocation and filtering out market noise. We take the time to understand each client's needs, goals, and preferences before recommending investments. Our portfolio designs consider tax implications, cash needs, and future growth potential, implementing strategies aligned with client goals and anchored by time-tested investment principles.
Recognizing that estate planning is a critical component of long-term financial health, we work with clients to define their wishes and collaborate with legal professionals to execute strategies for asset transfer. Their analysis assists in determining the timing and structure of gifts and asset transfers, ensuring that documents like wills, healthcare proxies, durable powers of attorney, and trusts reflect clients' intentions and consider tax implications.
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