Plan first. Invest second.™

Retiring now is very different then when your parents retired. Inflation, increasing taxes, market volatility, funding health care expenses — these are all challenges you will face in retirement. We’ll make sure you don’t face them alone.

Request Discovery Consultation

Core Services For Retirees

Portfolio Management

Diversification is one of the keys to a stable investment portfolio. Because we are independent of wire-house rules, we have the freedom to select the most appropriate investment vehicles for our clients.

Pension Maximization

Employees nearing retirement may be faced with difficult decisions when presented with their retirement plan payout options. We can guide you through your options and help you potentially maximize your benefits.

Social Security Maximization

Electing the best Social Security option isn’t as cut and dry as it seems. Social Security themselves can’t even tell you what’s best. We’ll run calculations to ensure you pick the best possible option for your unique situation.

Tax Planning & Preparation

Tax preparation is simply recording history, but tax planning is looking into the future and strategizing so that your tax burden is as minimal as possible. Our seasoned staff of CPA’s and Enrolled Agents are here to help.

Medicare & Healthcare Planning

Choosing the most appropriate Medicare coverage can not only be confusing but downright frustrating. We’ll help you navigate the various options you have, and help you pick the best plan for your situation.

Property & Casualty Insurance

A solid financial plan is not complete without adequate insurance protection. There’s much more to homeowners, auto and umbrella insurance than just saving 15%. Having the right coverage is serious business.

Why Market Street Wealth Management?

There is so much more to retirement planning than re-balancing your portfolio every once in a while. Many financial advisers fail to realize that, and if you don’t know what you don’t know, neither will you. Our entire business model is built specifically around the unique needs of clients who are approaching retirement, or already retired but seeking a more full service experience, where multiple services are offered under one roof, and they are treated like a valued client, not a number on a spreadsheet.

Recent Radio Show Episode

More Shows

A simple discussion could change the face of your retirement income

Schedule Discovery Call

© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Kevin Holt: AZ;CA;CO;CT;DE;FL;MD;NC;NJ;PA;SC;TX;VA, Andy Thrift: DE;FL;PA;NC;NH;NJ, Matt Eichert: AZ;CA;CO;DE;FL;GA;MD;MI;NJ;NY;PA, Matt Dodge: NC;PA;VA, Jeff Leppert: AZ;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, Mark Meloro: DE;FL;IN;NC;NJ;PA, Troy Vogt: DE;FL;MD;NC;NJ;PA, Aaron Stern: AZ;CA;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, and Richard Elias: PA. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.