Fiduciary Financial Advisors Serving Seattle and Bellevue, WA
You've worked hard to build your wealth. Now you need a plan for turning it into the future you've dreamed of.
Mainsail Financial Group offers comprehensive financial planning including retirement, tax, investment, and legacy planning. We work primarily with individuals and families approaching or in retirement, often with $1M+ in investable assets.
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What should you look for in a financial advisor?
Choosing a financial advisor isn't just about investment management. The right advisor should help you see how your investments, taxes, retirement income, estate plan, and long-term goals fit together.
We work with you to answer questions such as:
Which accounts should I draw from first?
Could Roth conversions reduce my future taxes?
How will Social Security and Medicare fit into my plan?
Am I prepared for the financial legacy I want to leave?
You don't have to figure it all out on your own.
At Mainsail Financial Group, we are fee-only fiduciary financial advisors serving Bellevue and the greater Seattle area.
You may be in the right place if…
✓ You're concerned about taxes, Roth conversions, Social Security, Medicare, or leaving a legacy.
✓ You're looking for help coordinating investments, taxes, retirement income, and legacy planning.
✓ You've accumulated significant wealth, often $1M+ in investable assets, but don't have a coordinated plan for what comes next.
✓ You're approaching retirement, or already in retirement, and want to know if you're truly on track.
✓ You’re seeking comprehensive financial planning rather than investment management alone and are in the Bellevue, Seattle, or surrounding Puget Sound area.
If any of these sound familiar, a complimentary conversation with our team may be worthwhile.
A financial plan that connects the whole picture
Your plan doesn't exist in separate financial buckets. Your investment strategy can affect your taxes. Your income strategy can affect Medicare costs. Your estate plan can affect what ultimately reaches your family.
We look at how those pieces fit together.
Retirement Planning
Create a strategy for turning your retirement savings into sustainable income.
Tax Planning
Identify opportunities to manage your tax liability today and in the years ahead.
Investment Management
Build an investment strategy designed around your goals, time horizon and need for income.
Social Security & Medicare
Make informed decisions about benefits, healthcare costs and the timing of key elections.
Estate & Legacy Planning
Make sure your wealth is positioned to support the people and causes that matter most.
Ongoing Financial Planning
Adjust your strategy as markets, tax laws and your life change
“We know Mainsail Financial Group has other clients, but the advisory team consistently makes us feel like we are their only clients and the top priority. They always make time to talk to us, feel special, and are present during our conversations. We always feel heard and taken care of.”
What happens when you work with the Mainsail Team
You've built the wealth.
Now let's make sure it works together.
We are fiduciary financial advisors that help pre-retirees and retirees coordinate their investments, taxes, income and legacy so they can make confident decisions about what's next.
We work with you to understand where you are today, and where you’d like to be in the future. Then we build a financial plan around your life, not a product.
Understand
We start by learning about your goals, your current financial picture, and what matters most to you.
Plan
We identify opportunities across your investments, taxes, income, Social Security, Medicare, and estate plan. Then we bring those pieces together into a coordinated strategy.
Guide
Financial planning doesn't end when you have a plan in place. We continue to monitor your strategy and proactively adjust as your life, the markets, and tax laws change.
Let's talk about your finances.
Get a clearer picture of where you are today, where you want to go, and the opportunities you may be overlooking with one of our fiduciary financial advisors.
No obligation. Just a conversation about your goals and where Mainsail may be able to help.