At Mainstay Capital Management, we understand that navigating retirement can feel overwhelming. Our team of Senior Wealth Advisors are here to simplify the process. With personalized guidance at every step, we can help craft a retirement plan that aligns with your vision for the future. Explore our resources below, designed to support your retirement journey and ensure you meet your financial goals with confidence.

 

How We Partner with You:

  • Tailored Retirement Advice: Our retirement specialists are here to guide you. No question is off-limits - we'll address your concerns clearly and confidently. We'll work together to understand your income options, family needs, and lifestyle goals. This personalized approach ensures your retirement plan reflects what truly matters to you.
  • Retirement Education: Through our webinars, workshops, and online resources, you can gain the knowledge and confidence to make informed decisions for your future.
  • Customized Retirement Planning: We understand that retirement is an ongoing journey, and we're here to support you in crafting a comprehensive financial plan that aligns with your current financial reality and your vision for retirement. Our Mainstay Compass™ process is designed to build this plan, integrating all aspects of your financial life, from account consolidation with Mainstay Dashboard™ to managing taxes and retirement income.

 

Together, let's craft the retirement you deserve. Schedule a consultation today!

 

Explore Our Retirement Resources:

  • Pre-Retirement Checklist
    Ensure you've covered all the essential aspects of retirement planning with our comprehensive checklist.
  • Forbes Blog
    Explore retirement insights on our Forbes Blog, covering various retirement topics. 
  • 2024 Medicare Information
    Stay informed about Medicare and make well-informed decisions about your healthcare coverage during retirement. 
  • Medigap Information
    Learn about the various Medigap plans available and how they can enhance your retirement healthcare strategy.

Important Consumer Disclosures

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Disclosure Information - Rankings and Awards

Barron's Magazine - Top 100 Independent Financial Advisors

According to Barron’s: The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. The data is based on one fiscal year (7/1/22 - 6/30/23) and appeared in Barron’s on 9/18/23.


Schwab IMPACT Awards®

The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry. Mainstay Capital Management does use Charles Schwab to custody certain client assets, however there was no direct compensation provided to be nominated for this award. Mainstay Capital Management received this annual award on November 15, 2017.