How we preserve your wealth, manage taxation, and maximize your legacy
We identify key strategies for your retirement that will free you up to do more of what you love, whether that’s spending time with family, traveling, or starting a passion project
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We implement wealth management strategies; creating income in retirement, guiding your investment decisions, and protecting the assets you worked so hard to attain across your entire balance sheet.
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We stay up to date on the latest legislation to ensure we balance your short- and long-term liabilities, freeing up more of your funds to do what you love.
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We create a plan based on your wishes that is executed appropriately, whether that is enjoying every last penny or enhancing what is left behind.
We know Mainsail Financial Group has other clients, but the advisory team consistently makes us feel like we are their only clients and the top priority. They always make time to talk to us, feel special, and are present during our conversations. We always feel heard and taken care of.”
- Jeff and Kris W.
Mainsail Financial Group Clients
Who we work with
At Mainsail Financial Group, located in Bellevue, WA, we work with families approaching retirement to craft their ideal plan. 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.
Families that we work with are seeking retirement guidance to create long-term security and a comfortable lifestyle. We work with them to address tax-efficient strategies and a plan to leave a legacy. We are fiduciary. fee-only advisors who provide comprehensive planning and ongoing relationship support as guardians of your wealth.
Always Acting in Your Best Interest
As fee-only advisors, we are an independently owned advisory firm that always act as fiduciaries with your best interest in mind.
We always put your best interest ahead of our own
We are compensated by you and only you for advice, not products
We avoid conflicts of interest and nurture a long-term, non-transactional relationship with you
Are you ready to live out your dream retirement?
Receive insights into how effective your current retirement strategies are and have your concerns addressed with a Mainsail advisor by filling out the form below!
By submitting this form, you agree to be added to the Mainsail email and SMS list.
Unlocking Your Ideal Retirement
You’ve worked hard to build your wealth. Your Mainsail Advisory Team will be sure to help you protect it.
We will identify and prioritize your financial goals, offering guidance specific to you. You will feel confident and empowered in your plan to preserve your wealth, manage taxes, and leave a legacy. With ongoing support and advice as markets move, retirement rules change, life circumstances shift, and financial goals evolve, you will feel confident in making informed decisions about your retirement.
“Mainsail is proactive in their approach, recently reaching out to take advantage of a Roth conversion while the stock market was down. This is something I wouldn’t have considered doing myself and I appreciate the value I receive in working with the Mainsail Financial Group advisory team.”
- Bill F.
Mainsail Financial Group Client
The Mainsail Planning Process
Discovery
In the early stages of our process, we will get to know you, learn about your goals, values, and challenges. From here, we will review your information and financial documents to compile our recommendations. We will also help consolidate and simplify your financial statements.
Research & Development
Internally, we will research and strategize to come up with the best options for your financial and retirement plan. During this stage of the process, we will discuss our initial findings with you. From there, we will fine tune our recommendations based on your goals prior to meeting with you to discuss ongoing strategies.
Ongoing Support
We schedule quarterly check ins as part our plan delivery, proactively analyzing your investments and retirement strategies. Join our Mainsail Client Community during our quarterly market seminars, in-person events, and other engaging initiatives throughout the year.
Are you ready to live out your best retirement?
Receive insights into your retirement effectiveness and have your concerns addressed with a Mainsail advisor by filling out the form below.
By submitting this form, you agree to be added to the Mainsail email and SMS list.
Mainsail Financial Group
11245 6th Street, Suite 140
Bellevue, WA, 98004
I really appreciate everything the Mainsail team has done for us and this is probably one of the best decision we have ever made.
- Andy M.
Mainsail Financial Group Client
Unlock the next steps to retirement!
Fill out the form below to receive your FREE retirement checklist printable. In this checklist, Mainsail co-founder Brandon Steele, CFP®, ChFC® highlights the 6 key areas and the steps to take for a successful retirement.
By submitting this form, you agree to be added to the Mainsail email and SMS list.