Mainspring Strategic Wealth
DEFINITION OF MAINSPRING:
A mechanism that plays a principal part in motivating or maintaining a movement, process, or activity.
WHAT WE DO:
We coordinate all aspects of your wealth management. In plain terms, this means getting financially healthy basics in place and partnering with you to create the best financial plan for your situation. This can include: investing, tax management, estate planning, securing insurance, and charitable giving.
Individuals - Individuals/Families with at least $500k to invest, or younger savers with good financial habits
Companies with Retirement Plans with at least $2.5 million in plan assets
PRODUCTS OR SERVICE PROVIDED MAINSPRING:
Insurance and risk management
Planning and execution of all financial strategies
VALUES OF MAINSPRING
We believe in:
Geeking out on financial planning
Being stewards in the community
Together, we define goals, identify the best path to achieve them, and chart the course – so you are free to live your best life.
HOW DO YOU WANT PEOPLE TO FEEL WHEN INTERACTING WITH THE BRAND AND COMPANY:
“It’s such a relief to know I have this team working for me. I’m confident I’m on the best path for my financial future. I feel taken care of and that I have a strong plan in place that allows me to sleep at night.”
Appreciated and cared for
Solid, unwavering support
Confident and validated
They have a trusted champion and confidante
Informed and empowered
Who we are not:
We are not opulent - we not have crazy expensive offices, not looking to drive status up
We are not superficial (we are authentic)
We do not try to make people feel dumb and are not condescending
We are not transactional
WHEN PEOPLE DESCRIBE WHAT IT IS LIKE WORKING WITH YOUR COMPANY, WHAT DO YOU WANT THEM TO SAY? (NOT WHAT DO THEY CURRENTLY SAY, WHAT DO YOU WANT THEM TO SAY)
They listened intently and heard me. They put us first.
They offered approaches and strategies I’d never considered before.
They understand all the components in detail, and put them together so that the whole is bigger than the sum of the parts.
They worked and acted diligently to execute and get it done.
They’re smart, they care, they’re fun, and I love working with them.