The people behind your plan.

Ruth founded Mainstreet Financial Group more than fifteen years ago and serves as a fiduciary registered in the state of Georgia. As a holistic financial planner, she coordinates estate, tax, retirement income, and risk management strategies into one plan, so the pieces of a client's financial life work together rather than in parallel.

As a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Federal Employee Benefits Consultant℠, Ruth brings particular depth to federal benefits, including FERS and CSRS pensions, the Thrift Savings Plan, and the decisions federal employees face as they approach retirement. Her focus is the same for every client she serves: clear guidance, given as a fiduciary, that helps them maximize what they have built and feel confident about what comes next.

Ahron is a tax attorney and an Investment Adviser Representative, which lets him bring the legal and tax side of a financial plan together with the investment side. He works with Ruth to deliver tax-efficient financial planning and to design investment portfolios that account for the full tax picture, not just the returns.

Because so many financial decisions are also tax decisions, having a tax attorney working from the same plan means those connections are handled deliberately. Ahron also co-presents our retirement income planning sessions, where getting the tax questions right often makes the difference.

Alan is a Certified Public Accountant who leads our educational instruction for business owners. He helps owners understand the financial and tax mechanics behind their decisions, so they can plan from a place of knowledge rather than guesswork.

His focus is teaching first. Business owners face a different set of questions than most, from the structure of their company to how its value eventually becomes personal income, and Alan helps make those questions clear before any plan is built.