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Welcome to Main Avenue Financial Services, LLC

Main Avenue Financial Services, LLC, is a Registered Investment Advisor Firm in the States of Oregon, Washington, and Arizona.  Prior to any advisory work conducted outside of these states, Main Avenue Financial Services, LLC, would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Specializing in retirement planning, Main Avenue Financial Services is dedicated to providing competent, objective advice to people of any income or asset size.

We provide advice that is specific to your individual situation, easy to understand, and even easier to implement.

We bring experience, optimism, and knowledge to help you improve your overall financial picture.

What Makes Us Different

Fee Only

MAFS is a fee-only firm, which means we do not earn any compensation based on financial planning transactions. Further, we are not affiliated with any commission-earning firm such as a bank, broker-dealer or insurance company.

Fiduciary Responsibility

As legally required of a fiduciary, we always act in good faith and in the best interest of the client. We also provide written disclosure of any conflicts of interest.

Independent

As an independent firm—not a subsidiary or affiliate of any other firm, we can recommend financial products and services that fulfill your needs from any source.

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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Shows how transfer-on-death designations help avoid probate costs.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the future value of your current savings.

How much will it cost to pay off a loan over its lifetime?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck