Happy 20th Birthday MainStreet Financial Planning!

Happy 20th Birthday MainStreet Financial Planning!

November 4th, 2002, Jim Ludwick founded MainStreet Financial Planning, Inc.

His desire to create a fee-only Financial planning firm accessible to people from all walks of life has now been around for 20 years. In that time, we have assisted over 2000+ individuals and families with financial plans and counting! Thousands more clients came back for reviews and updates over the years!

Check out how MainStreet Financial Planning Firm evolved over the years!

Thank you to all the amazing clients who continue to trust us with their finances. We are truly honored to work with you and be part of your life’s most important decisons.

Thank you to all our colleagues who supported us along the way in providing services and products to supplement our financial advice.

Thank you to our awesome team of rockstar women who really make this firm a better place, because at the end day they put our client’s interests first.

Thank you Jim for having a dream and a big heart to help people!

We are honored to continue your mission forward!


P.S. On this special day, the founder Jim Ludwick “came out” of retirement to share this message.


Anna Sergunina
Anna Sergunina

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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