When we look at our lives, every decision we make on a daily basis has an impact on our finances, no matter how you slice it and dice it. Why should we guess at those decisions and make mistakes? We all deserve the best guidance!!!
Our mission as fee-only financial planners at MainStreet Financial Planning is to help our clients make Smart Financial Decisions!
Their helping hand…
Their shoulder to cry on…
And whatever else they need to help them reach their fullest potential!
We only get one shot at this, so let’s work together to help our clients make Smart Financial Decisions!
MainStreet Financial Planning advisors are fee-only, hourly or project based advisors
We don’t discriminate and believe everyone deserves objective financial planning guidance, regardless of assets, income, age or gender
No sales of products
Our advisors don’t sell financial products, e.g., insurance or mutual funds
Our advisors hold the recognized standard of excellence, education & experience
Always put client’s interest first
• Holistic financial planning packages
• Quick Start & Hourly sessions
• Monitoring, review & ongoing services
• Money@Work - financial wellness program for employees
• Employer’s retirement plan investment recommendations & provider selection assistance
We produce interesting and informative personal finance content for everyone:
• 3 video shows
• Online courses
Our team of passionate, caring and big-hearted team members are always strives to better service our clients and lead our industry to the new levels of excellence, where financial planning is NOT just about managing investments or selling products, but rather helping our clients reach their fullest potential.
We as a team live for the moments when our clients reach their goals, give us hugs and remind us that “Miracle worker ain’t an an official job title.” (source, XYplanningnetwork.com)
MainStreet Financial Planning, Inc., an independent fee-only financial planning firm was founded in Maryland in 2002 by Jim Ludwick, CFP® who passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services.
In 2006 Anna Sergunina, CFP® joined the team and together they grew MainStreet Financial to a nationally recognized company, with a team of 6 staff members and 5 offices across the country.
In December of 2013, Jim Ludwick & Anna Sergunina executed a succession plan and Anna became the first Garrett Planning Network Advisor to successfully purchase 100% of a mature practice. Her long-term goal is to grow MainStreet into a household brand for financial planning.
The work that we do is highly rewarding on both a personal and professional levels. Our goals at MainStreet are for all of our team members to be challenged, to grow, and to utilize their strengths, abilities and talents to reach their highest potential.
Fiduciary to our clients. Accountable to our teammates.
We work hard to make a difference in our clients’ lives.
We achieve excellence when we work together. We serve clients as a team.
For the business and for ourselves as individuals.
For our employees and to serve our clients when they need us.