Meeting The Challenges of These Economic Times

As we enter an unprecedented territory of the economy, Main Effort Financial, Inc. remains a consistent leader in the financial services and advisory industry.  The true value of a personalized financial strategy is more evident now then it has ever been.  We recognize that our responsibility has never been more critical and are making adjustments necessary to help our clients weather this storm.

First, despite entering a recession, we are growing in order to meet the increasing service requirements of existing clients as well as to accommodate an increase in referred new clients.  The most dramatic change is that we have officially opened our Western Connecticut office under the leadership of Executive Director, David Lindsay.  David comes to us with a wealth of experience and a true vision of how MEF can transform the financial services industry. Beginning in the new year we will be adding an internal advisor concentrating on providing services for existing clients along with 2 new business development officers focusing on servicing new clients.  These moves translate into our ability to provide the focus required to properly assist our clients in the development and monitoring of their financial strategy.

Second, we recognize that no one can escape these challenging economic times.  Because of this we recognize that costs and expenses are very important to monitor and control.  As a result, we are lowering our overall advisory fees for managed assets (to include Curian Capital) to 0.88% annually.  On average this is between 0.12% and 0.38% lower than the industry standard (all expense ratios for funds and company managed assets will remain the same.  Not all clients have assets in a managed accounts.  Please contact our office directly with questions and, as always, consult your prospectus for individual investments).

Lastly, we strongly encourage existing clients to set up review meetings if you have not done so within the last 3 months.  Remember, you have access to us anytime you wish so please take advantage of this.  Do not hesitate to set up additional or follow-up meetings if you need additional insight or explanation.

As stated, we are positioned to take on new clients too.  Our sustainability depends upon signing on new clients.  If you are happy with your service please recommend us to your friends and family.  I promise that they will not be disappointed. 

From everyone at our firm, we are grateful for the opportunity to work you and help you achieve your dreams.  Our relationship of confidence and trust with you defines what our firm is about. 

John P. Drohan, Jr.

 Main Effort Financial, Inc.

Focus   Confidence    Trust