The PDF below contains our annual letter that went out Nov. 30, 2011. Please click and download the PDF. Thanks, Jim and Anna

Welcome to a firm that provides advice, not sales...

MainStreet Financial Planning (MSFP) is a fee-only, project or hourly practice. We are based in Odenton, Maryland with additional offices in Washington, DC, Santa Barbara, California and New York. MSFP does not sell products or manage money. The firm solely provides advice. For those at a distance we use Skype and other online tools to save time and money.

Founder Jim Ludwick, and Anna Sergunina, both CERTIFIED FINANCIAL PLANNER^TM professionals, provide a wide range of comprehensive or a la carte services for individuals, families and employers including non-profit organizations. This includes financial planning, investment advice, real estate advice, insurance advice, and seminars for employees along with individual counseling sessions at the work site.

We charge a $100 fee for an initial meeting, refundable if we are hired.

See the latest CFP Video: Click here