Our Clients

At Main Effort we service the following demographics of clients:

Individuals and Families

We currently serve over 200 households providing comprehensive financial planning to taking them “where they want to go.” This group usually has parents with children who at some point will most likely go to college. The income ranges from $75,000 to $450,000 per year with 10 or more years until retirement. The focus for these clients is to accumulate wealth for retirement, college and other objectives while still being able to enjoy the youth of their children.

Pre and Post Retirees

This is our largest demographic as we feel that “all roads eventually lead to retirement.” These clients have comprehensive ongoing retirement strategies that are “overwatched” by Main Effort. Income generation and risk mitigation are usually the primary objectives of this group of clients.

Small Business Owners

Ask any small business owner if they think that their business feels “small” and the most common answer is “absolutely not.” At Main Effort we feel the same way. We provide financial and business planning to this demographic while trying to help these clients with their greatest investment, their business. We provide specific guidance to business owners on the options they have to save for retirement using their business as the center of gravity for all things financial in their life.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (508) 893-9990
  • E-Mail:
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