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'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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