Financial Strategies

Our specialties include:

  • Employer Sponsored Retirement Plans, such as 401Ks and Simple IRAs
  • Corporate Life Insurance for need such as:
    • Buy Sell Agreements
    • Key Employee Coverage
    • Non-Qualified Deferred Compensation Executive Benefits
  • For Closely Held Businesses and their Owners we offer Business Transition and Estate Planning

How Do We Help?

*First MainStreet Insurance is an affiliated business unit of TrueNorth Companies and works collectively with their Wealth Management team to provide diverse financial and insurance industry experience. To learn more about TrueNorth Companies Wealth Management services please Click Here.

The QRP Solution™ is a personalized approach providing confidence and direction, for you, your employees and their families. Let First MainStreet help you meet your objectives - today, tomorrow and into the future. Our proven success plans will help us select the right choice for your business.

For you as an owner:

We serve as your navigator, helping you make crucial decisions that will benefit and support you and your business team

Our plan assists you in maximizing ownership tax benefits, allowing you to save money and allocate funds toward growing your business

For you as a plan sponsor:

We ensure fiduciary compliance over the life your plan, safeguarding your employees’ well-being at all levels of your business.

We also set strategic benchmarks that map your progress over the long-term, helping you reach goals with regard to both price and performance.

For you as an employee advocate:

We believe that the more educated your employees are, the most assured they are of their financial well-being and more confident they feel when making financial decisions.

We work with your employees on a personal level and inform them of their individual plans using a variety of educational tools and resources.

In order to strive toward these goals, it is essential to have a plan. Our specialists will assist you with pursuing the financial security you want for yourself and your family. The FMSI Financial Strategies team brings 4 generations of experience with over $1 billion of assets under management. Our focus is on creating value for clients through our competitively priced products and services, with sound reliable advice

Our Financial Planning Experts

To engage the Financial Strategies team, contact us today and will help exceed your expectations.

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