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Mainstay Financial specializes in helping individuals and businesses develop sound financial and tax strategies. 

We offer personalized, hands-on service. We educate our clients about financial and tax concepts and products.

Whether you realize it or not, your tax burden for yourself and/or your business is one of the biggest hurdles that you will face in your lifetime in terms of building wealth and preserving it.  

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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