Mainstream Financial Group

at 2 North 20th Street, Suite 1140, Birmingham, 35203 United States

Our mission is to understand the unique needs of each client and work to develop and manage a plan to help accomplish their defined financial goals.


Mainstream Financial Group
2 North 20th Street, Suite 1140
Birmingham , AL 35203
United States
Contact Phone
P: (205) 324-0589
Website
http://mainstreamfg.com/

Description

At Mainstream Financial Group, we provide financial, estate, retirement and tax planning services in a comprehensive approach geared toward meeting clients’ wealth and legacy objectives. We work with individuals, families and businesses to develop plans to achieve effective financial management. We assist in the development of strategies to organize, utilize and distribute assets for longevity and legacy purposes. We work with pre-retirees and retirees to plan for the financial needs of retirement, and provide tax planning as a component of a complete planning approach in order to anticipate and minimize taxable events.

Company Rating

Generated summary (experimental)

Our mission is to understand the unique needs of each client and work closely with them, assembling a planning team to develop and manage a plan to help accomplish their defined financial goals.
Insurance Planning Beneficiary Review Retirement Planning Financial Needs Analysis Analysis of Present and Future Expenses Estate Preservation Income Planning
Gerald Ginwright and Mainstream Financial do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor.
In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.
Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected and your loved ones taken care of.
From the conservation of your assets to the transfer of them, comprehensive legacy planning helps ensure that the management of your assets will be dictated by your wishes throughout your life and may provide a variety of benefits to you and your family.
When they are executed and implemented properly, legacy plans may help reduce family disputes and court bureaucracy, provide effective disability planning, appropriately utilize exemptions to minimize estate taxes, and provide certain asset protection benefits to beneficiaries.
This material is not intended to replace the advice of a qualified attorney, tax advisor, financial advisor or insurance agent.
Saving for retirement is what you have spent most of your working life doing, but now is the time to begin using those savings to create the retirement income you’ll need.
In addition, we can help you design a retirement plan capable of generating, in a reliable and sustainable manner, the income you need.
Mainstream Financial Group and Gerald Ginwright are not affiliated with or endorsed by the Social Security Administration or any government agency.
Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement.
We will help ensure that your retirement plan is tailored to utilize both tax advantaged and taxable products to help certify you and your heirs are maximizing wealth for generations to come.
Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.
Roth Conversion Analysis Year-end tax filing services 1040 tax optimization reports Personalized tax reduction reports
Gerald Ginwright and Mainstream Financial Group do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor.
In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.
Gerald Ginwright and Mainstream Financial Group are not affiliated with or endorsed by the Social Security Administration or any government agency.
Mainstream Financial Group and Gerald Ginwright are not affiliated with or endorsed by the Social Security Administration or any other government agency.