Who We Are
At Mainsail Financial Group, located in Bellevue, WA, we believe in goal-based planning. We know that proper planning is an ongoing process and that as the winds of life shift, a proactive approach is needed to maintain the correct heading. We take pride in building long-lasting relationships as financial stewards and trusted fiduciary advisors for you, your family, and your legacy.
We focus on providing retirement-age individuals and families a plan for long-term security and a comfortable lifestyle, addressing tax-efficient strategies and legacy planning. As fee-only advisors, we are compensated solely through an annual fee that we agree on from the onset. This provides for our comprehensive planning and ongoing relationship as guardians of your wealth. We believe in transparent pricing; no surprises or underlying incentives for products or solutions that may not be in your best interest.
As Featured In…
We are thrilled to welcome the clients of John L. Gunn & Associates to Mainsail Financial Group!
This acquisition represents a significant milestone for Mainsail Financial Group as we continue our commitment to delivering unparalleled financial expertise and client-centric services.
Explore Our Services
The manner in which we work with our clients can be summed up into two different, but equally valued, approaches. No matter which approach we take, it will be a privilege to get to know you, work with you, and focus on the things that are important to you over the years to come.
Looking for more financial resources?
If you’d like to learn more about key areas of financial planning, fill out the form below to receive your free retirement planning course. In this video course, Mainsail co-founder Brandon Steele, CFP®, ChFC® will walk you through key areas such as taxation, risk, and much more.
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