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Mainstay Financial Management

  •  Tel: (586) 991-7601
  •  Fax: (586) 991-7594

Mainstay Financial Management

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Proactive Planning

for a sound future

Partnering With You

to help manage your goals

Providing Direction

in an ever changing environment

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Services

Our Client Service Model

At Mainstay Financial Management we seek to break down the traditional barriers of utilizing one client service model.  We realize individuals have a variety of unique needs and specific situations.  We have created a flexible and customizable approach by offering three distinct service platforms. We want our clients to know the cost for the services we provide.  This allows for complete transparency, clear communication, and an overall deeper relationship. 

 

Investment Management

  • Asset allocation*
  • Portfolio construction and implementation
  • Manager evaluation and performance monitoring
  • Portfolio rebalancing*
  • Monitoring market changes and economic shifts
  • Making adjustments as goals or lifestyles change
*Rebalancing a portfolio may cause investors to incur tax liabilities and or transaction costs. Rebalancing and asset allocation does not assure a profit or protect against loss.

Total Wealth Management

  • Includes all investment management services
  • Comprehensive financial planning
  • Retirement planning
  • Cashflow analysis and strategy
  • Risk management
  • Total account aggregation
  • Online comprehensive client portal

 

 

Consulting

  • Hourly flat fee pricing
  • Individualized needs based consulting
  • Project based consulting
  • Mutually agreed upon time tables
  • Deliverables and actionable recommendations

 

 

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Guided Wealth Portfolio

48593 Hayes Road
Shelby Township, MI
48315 United States

  •  Tel: (586) 991-7601
  •  Fax: (586) 991-7594
  •  tracy.simonds@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

 

Securities licensed in Michigan, Arizona, California, Colorado, Florida, Mississippi, South Carolina, Tennessee, US Virgin Islands, West Virginia 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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