Main Street Financial Life Advisors, LLC

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Investment Management

We work closely with you to design and implement investment strategies to meet your specific financial objectives.  We develop your investment plan only after we have gained a thorough understanding of your circumstances, including your goals, time horizon, cash flow needs, tax situation and more. Your investment plan will address all your specific needs, and will help you manage your wealth for the long term.

We use a time-tested investment management process focused on meeting the clearly defined goals of the financial plan we build for you. We will align your investment portfolio with the overall objectives of your plan. We assess various scenarios for risk and reward, and help ensure that you are protected in the scenarios we choose.

Our advisors build disciplined long-term plans and the team acts as a “manager of investment managers” on your behalf, selecting those investment professionals we feel will provide management most in line with a style of investing that will achieve your plan’s goals. We are not stock pickers, nor will we offer you “hot” investment tips. We believe in allocating your investment dollars over asset classes that are suitable and intended to achieve the highest level of return, while taking the least amount of risk. We continuously monitor economic conditions and their effect on your portfolio, as well as your personal tax situation. Our theory is that “it is time in the market, not market timing.”

When choosing investment managers, we consider their tenure, investment philosophy, rate of return, income tax efficiency, and operating costs. For clients who require an enhanced or specialized level of asset management services, we often recommend that a portion of their assets be managed by independent institutional portfolio managers that we choose for you, based on your stated investment objectives.

We bring professional expertise and experience to managing investment portfolios that achieve the goals of our clients’ financial plans.

Main Street Financial Life Advisors, LLC ("MSFLA") is an SEC registered investment adviser located in Moorestown, New Jersey.  MSFLA and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which MSFLA maintains clients. MSFLA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. MSFLA’s web site is limited to the dissemination of general information pertaining to its advisory services.  Accordingly, the publication of MSFLA’s web site on the Internet should not be construed by any consumer and/or prospective client as MSFLA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by MSFLA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of MSFLA, please contact the SEC or the state securities law administrators for those states in which MSFLA maintains a notice filing.  A copy of MSFLA’s current written disclosure statement discussing MSFLA’s business operations, services, and fees is available from MSFLA upon written request.  MSFLA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MSFLA’s web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by MSFLA) or product made reference to directly or indirectly by MSFLA in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of MSFLA’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, MSFLA’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from MSFLA, or from any other investment professional. MSFLA is neither an attorney nor accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to MSFLA’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from MSFLA, or from any other investment professional. Each client and prospective client agrees, as a condition precedent to his/her/its access to MSFLA’s web site, to release and hold harmless MSFLA, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from MSFLA.

Main Street Financial Life Advisors, LLC ("MSFLA") is an SEC registered investment adviser located in Moorestown, New Jersey.  MSFLA and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which MSFLA maintains clients. MSFLA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. MSFLA’s web site is limited to the dissemination of general information pertaining to its advisory services.  Accordingly, the publication of MSFLA’s web site on the Internet should not be construed by any consumer and/or prospective client as MSFLA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by MSFLA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of MSFLA, please contact the SEC or the state securities law administrators for those states in which MSFLA maintains a notice filing.  A copy of MSFLA’s current written disclosure statement discussing MSFLA’s business operations, services, and fees is available from MSFLA upon written request.  MSFLA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MSFLA’s web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by MSFLA) or product made reference to directly or indirectly by MSFLA in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of MSFLA’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, MSFLA’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from MSFLA, or from any other investment professional. MSFLA is neither an attorney nor accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to MSFLA’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from MSFLA, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to MSFLA’s web site, to release and hold harmless MSFLA, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from MSFLA.

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