Planning for your future is like learning to sail
As every sailor knows, you often need the help of an experienced professional to show you the ropes and keep you headed into the wind. We will help you master terminology that is centuries old so that it becomes second nature to you. We will help you learn to read the wind and the water and to chart your course so that your sails are filled and none of your lines are tangled.
At Mainsail Advisors Services, LLC, we provide the guidance our name implies. By focusing on our clients and the process, and not just on the product, we help achieve your goals at every stage of life. Whether planning for the education of your children, your retirement, or simply to avoid unnecessary risk, our team of experienced financial professionals uses our core values of integrity, objectivity, service and stewardship. We use in-depth technical competence to create a comprehensive plan designed to identify and overcome financial issues and problems, manage investments and minimize income and estate taxes. We help evaluate your current financial position, define your goals and objectives, evaluate your tolerance for risk and develop a plan of action that incorporates all of these elements. We work with you to monitor your plan on a regular basis to ensure that it continues to meet your needs.